PERSONAL FINANCIAL ADVISOR CUM CUSTOMER SERVICE
Redberry Contact Center Sdn Bhd Posted: 12 Month
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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
- 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
- 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!!