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PERSONAL FINANCIAL ADVISOR CUM CUSTOMER SERVICE

Redberry Contact Center Sdn Bhd Posted: 12 Month
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Description:

Responsibility

The role of Financial Advisor is to be able to advise from basic to comprehensive wealth management planning including Insurance & Investment for our Client, a leading financial company in Singapore.

A) To provide assistance to Singaporean Customers via outbound calls by:-

  • Identify customers' financial goals and priorities
  • Provide solution and recommendation for customers' financial goals
  • Implementation and review on customers' financial portfolio

B) To obtain feedback from Singaporean Customers on:-

  • Product aspects & appeal
  • Buying Signal
  • Reaction towards the service

Requirements

  • Excellent verbal & written English
  • Candidate must possess at least Higher Secondary/ Diploma, preferably in business studies/finance/banking/insurance
  • At least 2 Year(s) of working experience in the related field is required for this position.
  • Required Skill(s): Articulate, Engaging, Details-oriented, Good communication, Creative, Confident, Cooperate & Interested in financial products
  • Preferably Senior Executive specialized in Sales - Financial Services (Insurance, Unit Trust, etc) or equivalent.
  • Have a passion for Customer's Engagement
  • Exposure to Insurance/Credit Card is an added advantage
  • Working Hour/Day : 9 am - 6:30 pm, Monday - Friday
  • To follow Singapore's Public Holiday
  • MUST BE ABLE TO START IN EARLY NOVEMBER
  • MUST BE WILLING TO WORK IN SECT 13, PETALING JAYA

Benefits

  • Attractive Basic Salary
  • Full fledged training & guides, inclusive of Indicative Scripts
  • Coaching or focal point for support, with regular checkpoint meetings
  • Prospects leads provided

Interested? Whatsapp REY @(phone number)for immediate interview!!


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