Financial Services Consultant

at  ATA S PTE LTD

ARE YOU CONSIDERING A CAREER SWITCH? JOIN US AS A FINANCIAL SERVICES CONSULTANT!

We are seeking mature, driven individuals to join our team as a Financial Services Consultant. We understand the value of experience and the unique perspective that comes with it. Our commitment to excellence in client service is matched by our dedication to our team’s professional growth.
As a Financial Services Consultant , you will live out this value each day as you work directly with clients as their financial life coach, helping them improve their lives by empowering them to reach their financial goals, both big and small. You will not only be responsible for providing sound, comprehensive financial advice and guidance, but for helping clients make sense of their financial lives in actionable ways.

KEY QUALITIES WE SEEK:

• Maturity and Reliability : We value the wisdom and reliability that often come with life experience.
• Strong Interpersonal Skills : Ability to build trust and rapport with a diverse clientele.
• Career Commitment : Looking for individuals ready to embark on a long-term career journey with us.
• Adaptability : Willingness to learn and adapt to the evolving insurance landscape.
• Goal-Oriented : Focused on setting and achieving professional milestones.
• Self-Motivation : Driven to achieve targets with a high degree of autonomy.

QUALIFICATIONS:

• Experience in any professional field, demonstrating transferable skills.
• Strong desire to switch to a rewarding career in insurance sales.
• Relevant certifications in financial services or insurance will be advantageous.
• Minimum full certificate in GCE ‘A’ Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent

• Cultivate lasting client relationships and manage their insurance portfolios.
• Provide tailored insurance advice based on thorough needs analysis.
• Deliver exceptional service, ensuring client satisfaction and retention.
• Financial planning for both personal and corporate clients.
• Consistently meet or exceed sales targets and performance metrics.
• Keep abreast of product developments and industry regulations.
• Stay updated on industry trends and regulatory changes.