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Join Us
Job Scope
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Assessing and analysing the client’s financial situation and identify shortfalls
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Assisting clients to establish financial goals
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Presenting clients financial plan with short- and/or long-term goals
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Meeting with the client regularly to assess if recent life changes will affect the financial plan
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Providing advice and recommendation on a variety of insurance plans
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Providing quality pre- and post-sales services
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Building a client base and identify prospective clients
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Cultivating relationships with existing and prospective clients
Requirements
JOB REQUIREMENTS
1. Full certificate in GCE ‘A’ Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent. Degree holders are preferred.
2. Good knowledge of banking, wealth management & insurance products is an added advantage
3. Excellent customer focused mindset
4. Personable, sincere, strong integrity & determination
5. At least 21 years old (regulatory requirement)
6. All Prudential Financial Consultants are required to attain CMFAS certifications M5, M9, M9A and CHI
Alliance Belief, an agency unit of Prudential Assurance Company Singapore (Pte) Ltd
Reg. No. 199002477Z
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