Financial Services Consultant

success human resource centre pteNew York, NY10 days ago

$4000

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

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)

Apply now

Level

MidL4

Salary

$4000

Location

New York, NY

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

10 days ago

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