Financial Services Consultant

success human resource centre pteNew York, NY

9 days ago

Occupations

Personal Financial Advisors Securities, Commodities, and Financial Services Sales Agents Financial Clerks, All Other

Industries

Portfolio Management and Investment Advice Miscellaneous Intermediation Insurance Agencies and Brokerages

$4000

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About the role

Overview Type: Permanent. Working hours: Mon – Fri office hours. Location: Newton. Compensation: Up to $4000 + Allowance + PB + Commission.

Responsibilities: Connect and understand potential client financial need in both wealth protection and wealth accumulation. Advise and provide financial solution to address client current / future financial need. Explain and develop various financial plans for client to make an informed decision. Assist in after sales services including claim, policy renewal. Review and update client financial portfolio on yearly basis.

Requirements: Possess a strong entrepreneur spirit and goal oriented. Have a mindset to challenge the status quo. Possess a mindset to want to aspire others. Success Human Resource Centre Pte Ltd (EA License Number: 97C4832)

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JOB OVERVIEW

Salary

$4000

Experience level

Mid

Location

New York, NY

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

9 days ago

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