Part Time Sales Associate
Skills
Job description for Part Time Sales Associate at Wealth Asia
If you are looking for your first job or even if you are someone looking for a mid-career switch after working in an overly rigid and tired environment, why not look to join us! You can not only expand your network, but also be able to concurrently grow your business in a flexible manner and attain a substantially rewarding career out of it!
We are recruiting people (mothers and students are welcome to apply too) who are self-motivated and are keen to have an opportunity to have an earning based on their effort. Training will be provided to equip you with skills to provide financial advice on financial, protection and investment planning to clients.
There are many opportunities to grow your business through providing valuable financial planning advice to clients, which may lead to earning potentially attractive income and the possibility of a work-life balance!
We provide professional advisory and generate solutions tailored to our clients' needs in the form of:
1. Investment Planning
2. Insurance Planning
3. Portfolio Planning
4. Legacy Planning
5. Estate Planning
Job Responsibilities
- Understand clients’ financial needs
- Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals and risk tolerance.
- Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
- Building and maintaining your client base
About the company
Wealth Asia, established since 2014 to provide the most effective financial investment advisor services to our clients. We aim to provide the best platform, lively and fun working environment complete with customized training system for the team to ensure that we are at the forefront of the industry.
