Job Requirements
Job benefits
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Flexible work hours
Productivity curve is not something steady and consistent as it depends on each person's unique traits and preferences. At our company, as long as your team is in sync and your goal is hit, you can flexibly decide when you want to work.
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Professional Development
Every employee is an invaluable asset to any team; that's why we want to help you grow. Level up your skills and expertise through our professional co-development programs with notable organizations. We will cover the cost.
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Skills
Job description for Wealth Management Advisor at PIAS
- Continuous professional development through a comprehensive training and development program
- Opportunity to develop your leadership and management skills by building your very own agency and leading a team of professional Financial Services Consultants
- Provides service to clients’ changing insurance needs by selling life, health, and disability insurance.
- Establishes productive working relationships with clients and develops a base for long-term sources of clients.
- Determines clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.
- Ascertains clients’ long-term goals.
- Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
- Obtains underwriting approval by completing an application for coverage.Completes coverage by delivering policy, planning future follow-up visits, and evaluations of needs.
- Provides continuing service by providing direct deposit forms, processing changes in beneficiary, and analyzing policy loan applications.
- Updates job knowledge by participating in educational opportunities, maintaining personal networks, and participating in professional organizations.
- Enhances agency reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments.
- Interested in embarking in the financial sector full time
- Full certificate in GCE 'A' Level, Diploma awarded by a polytechnic in Singapore or equivalent.
- 21 years old and above (Based on MAS requirement)
- Good knowledge of banking, wealth management & insurance products is an added advantage
- Excellent communication and interpersonal skills
- Highly motivated, driven, independent and determined with strong integrity
- No work experience required , can start immediately