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Full-Time Financial Consultant
Job Description
SUMMARY:
Responsible for offering a variety of financial services, including regular savings, retirement planning, children’a education fee planning, lump sum investments and other.
RESPONSIBILITIES:
- Offer Woodbrook financial services to high net-worth business professionals;
- Building relationships with existing clients, researching the marketplace and providing clients with information on new and existing products and services;
- Assisting clients to make informed decisions, reviewing and responding to clients’ changing needs and financial circumstances;
- Provide solutions for short, mid and long-term financial goals;
- Researching information from various sources, including financial providers;
- Informing clients of the new financial products or changes in legislation that may affect their savings and investments;
- Develop prospects from current clients, referral leads, sales and trade meetings, also meeting prospects at community functions;
- Prepare forms, agreements and applications.
SKILLS REQUIRED:
- Excellent communication and client-relationship skills;
- 3-5 years sales experience;
- Organizational and time management skills;
- Capability to build rapport with people from multiple nationalities, jobs and industries;
- Capacity to adapt to a fast-paced environment;
- Focused approach to build business.
WE OFFER:
- Access to exclusive market’s leading products
- Unlimited Earnings
- Ongoing support and training
- Defined career path
- Global opportunities
How to Apply
If you believe that you have the motivation and professionalism it takes to become a Woodbrook Wealth Management Financial Consultant then contact us now: hr@woodbrookwealth.com1415 total views, 0 today