Job Summary

Responsibilities

• Set up Appointments
• Accompany the Consultant to Client meetings
• Able to understand and interpret policy information in insurance contracts
• Case Analysis and Preparation
• Client Development (Servicing and Appreciation)
• Organize Client Appreciation Events and Workshops
  

Requirements

• Min Diploma/A-level holders and above
• Willingness to learn
• Interest in acquiring Finance / Financial Planning Knowledge
• Customer-Service Oriented
• On the Job training provided
• Positive learning attitude with good interpersonal skills
• Ability to build rapport and establish relationship with people
• Able to communicate well
• Individuals with relevant CMFAS certs are highly recommended to apply
• Office Hours / 5 Days Work Week
  
  

Kindly send in your resume in MS Words Format ONLY

(NOTE: The following information should be included in the resume. Thank you)

1. Date of Availability
2. Detailed Job Scope
3. Starting and Last Drawn Salary
4. Reason for Leaving for All Jobs
5. Current Salary
6. Expected Salary

Shortlisted candidates will be notified for an interview.

Please send your resume to Ms Anna Choy Hui Ling (Registration ID: R1107384) : anna@strategysolutions.com.sg

Call Strategy Solutions Services at 6226 3361

We will be most glad to assist you.

MOM License: 09C3018