Estate Planning Consultant

Estate Planning Consultant

Job Summary

We are seeking a driven field sales representative to engage prospects, propose tailored investment solutions, build strong client relationships, and drive mutual success. This role is ideal for individuals looking to build a dynamic, rewarding career in financial sales.

Responsibilities

• Develop comprehensive knowledge of investment products and financial instruments to recommend suitable options to prospects accurately
• Conduct face-to-face and virtual meetings with prospects to understand their financial goals and guide their decision-making process
• Cultivate and expand relationships with diverse clients to foster loyalty and encourage repeat business
• Create and implement personal branding strategies to attract and generate qualified sales leads
• Consistently meet or exceed sales targets and performance objectives by applying effective sales techniques and engaging clients

Preferred competencies and qualifications

• Diploma or Bachelor's degree in any discipline
• Demonstrate strong communication skills through effective client interactions and presentations
• Show eagerness to learn and stay informed on financial markets and economic trends
• Exhibit a proactive, results-driven mindset focused on identifying and securing new business opportunities
• Build and maintain client-centric relationships using a consultative approach
• Open to candidates with or without prior financial sector experience; comprehensive training will be provided

Other Information

• EA License No.: 23C1703
• EA Personnel No.: R1984761
• EA Personnel Name: Pua Khai Lun