Estate Planning Consultant

Estate Planning Consultant Job Summary We are seeking a driven field sales representative to engage prospects, propose tailored investment solutions, build strong client relationships, and drive mutual success. This role is ideal for individuals looking to build a dynamic, rewarding career in financial sales. Responsibilities Develop comprehensive knowledge of investment products and financial instruments to recommend suitable options to prospects accurately Conduct face-to-face and virtual meetings with prospects to understand their financial goals and guide their decision-making process Cultivate and expand relationships with diverse clients to foster loyalty and encourage repeat business Create and implement personal branding strategies to attract and generate qualified sales leads Consistently meet or exceed sales targets and performance objectives by applying effective sales techniques and engaging clients Preferred competencies and qualifications Diploma or Bachelor's degree in any discipline Demonstrate strong communication skills through effective client interactions and presentations Show eagerness to learn and stay informed on financial markets and economic trends Exhibit a proactive, results-driven mindset focused on identifying and securing new business opportunities Build and maintain client-centric relationships using a consultative approach Open to candidates with or without prior financial sector experience; comprehensive training will be provided Other Information EA License No.: 23C1703 EA Personnel No.: R1984761 EA Personnel Name: Pua Khai Lun