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