Educate clients on the features, benefits, and risks associated with various financial products and services to help them make informed decisions.
Negotiate terms and conditions of financial transactions, such as pricing, fees, and contract terms, to ensure mutual satisfaction and agreement.
Follow up with clients to provide ongoing support and assistance, address any issues or concerns, and cross-sell additional products and services as appropriate.
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and be part of our exciting investment team in servicing and providing solutions to customers.
Your portfolio will entails as below:
Canvass and acquire for potential customers
Follow up closely with all prospective customers through product recommendations, campaigns and trading system demonstration
Collaborate with Phillip Nova to actively market the suites of product offerings for on-boarding new customers to grow our market presence
Maintain strong knowledge of the trading platform features and capabilities in providing educating customers of platform abilities
Keep abreast of global and economic news in order to provide trading support to customers
Building and networking with existing customers to provide consultative selling to meet customer's trading needs
Build and maintain strong customers relationships as well as after-sales service
Active monitoring of existing customers' activity to assess their needs and provide required trading support to increase Phillip Nova market share
Perform risk management of customers' portfolio in ensuring portfolio maintains healthy level
We are looking for:
Entrepreneurial with a positive outlook and sales driven to build your business
Result orientated and hungry for success
Enjoy being in fast track environment
Enjoy meeting people and providing consultative & investment solutions
Strong interest in equities, finance and commodity markets
This is a fully commission (full-time) sales role. Shortlisted candidate will receive full sponsorship of CMFAS examination fees, and entitled for attractive training allowances while on mentorship training programme.
You will also be able to obtain additional regulated licenses to provide one stop value-added investment solution to your customers. We will be able to take your career further through as our aspiring mentor being in the mentorship programme. If this portfolio excites you, rewarding remuneration awaits, join us by sending your resume
- Confident, natural communicator with excellent interpersonal skills
- Fascinated to be successful in the early stage of their life
If you carry the above attitude and possess result-oriented, ambitiously driven to achieve your career and financial goals, we welcome you to join us.
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We are hiring for a Financial Sales Specialist for AXA to support its rapid business growth. If you have customer relationship or customer service experience in the financial field, apply to this role now! Full training will be provided to support you to attain any necessary or outstanding licenses.