Wealth Planning Specialist / Sales / Basic + High Comm!

Teddy Tang Organisation

Wealth Planning Specialist / Sales / Basic + High Comm!

Teddy Tang Organisation


Job Nature: Permanent

Position Level: Entry Level, Experienced

Job Category: Insurance Agents/Brokers

Qualification: Diploma, Bachelor's / Honours


Wealth Planning Specialist / Sales / Basic + High Comm!

 

-        Basic from S$1,500 to S$8,000 + Comm + Attractive Incentives

-        Fully Sponsored Company Incentive Trips

-        No experience need as training will be provided

-        Good for Mid-career switch

-        Fast track progression to full fledge Manager in 1.5 years

 

Responsibilities

-        Tap on Company’s Wealth products (Voted one of the top 3 Best Investment Linked Policies In Singapore For Wealth Accumulation – 2018 Edition)

-        Conduct regular follow up with existing and potential customers to review their financial needs

-        Participate in marketing events, roadshow or sales campaign to increase customer engagement

-        Assist in wealth preservation and capital growth for customer

-        Provide financial advice based on clients’ financial and protection needs

-        Provide recommendation to clients on wealth accumulation and legacy planning

 

Requirements

-        GCE ‘A’ Levels / Local Diploma / Bachelor's Degree in any discipline

-        At least 21 years old (regulatory requirement)

-        Good communication skills, strong customer service mindset

-        Keen interest in Financial and Entrepreneurship industry

-        Pro-active, a good listener, people and results-orientated

-        Willingness to learn as comprehensive training provided

 

Attractive Basic Salary Package up to S$8,000 + High Commission + Quarterly Bonus + Incentives


Interested applicants are invited to send your updated resume.

 

Only shortlisted candidates will be contacted

Company Overview

Altitude Alliance is one of the leading Financial Advisory agencies under AXA Insurance Pte Ltd. Being currently the biggest agency in AXA Insurance Pte Ltd, Altitude Alliance now occupies about a third of the manpower and production in the entire AXA Insurance. With personal guidance from the top management level, bonded with a strong vision, Altitude Alliance has managed to help its financial advisors to achieve their financial goals at all levels. Learn More

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