Interested in being a client advisor?
Date Listed 07/07/2018
Education Level Diploma
Client Advisers are situated in the forefront Client Advisory Centres. This is a key part of our multi-channel distribution strategy and provide our customers with direct financial advisory and comprehensive suite of insurance services.
As a Client Adviser, you will be reporting to the Centre Manager and contribute to sales results by conducting quality financial needs analysis with the customers and advising them on achieving their financial goals. You will enjoy strong support as well as autonomy for you to achieve success.
Provide financial advice with proper understanding of the customers' profiles and review of customers' financial goals
Maintain long-lasting relationships with both existing and potential customers
Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities
Proactively acting on customer leads from our database and setting up appointments with potential customers
Ensure sales conversion by capitalizing on referrals from Branch Services colleagues
Attend to enquiries from walk-in customers
2 years' sales experience preferred
Results driven and motivated by performance-based rewards
You will be assigned to one of our 7 Client Advisory Centres. Remuneration package includes a permanent basic salary, attractive monthly and quarterly sales incentives, incentive overseas trips and full employee benefits.
Permanent basic salary + attractive monthly + quarterly sales incentives