Total 521 Production Consultant job vacancies in Finance / Banking / Insurance category in The United States of America

Responsibilities:

• Learn and adapt to our sales system, tools and materials.
• Provide financial planning concepts and evaluations mainly on wealth protection, wealth accummulation and wealth distribution.
• Identify customer's short, medium to long term financial goals. Review business or individual customers' need and the shortfall from their goals and propose recommendations to close the gap.
• Work with clients to achieve their financial goals with the right financial strategies.
• Maintain bookkeeping systems, database and records.
• Constantly update job knowledge and learn about new products,market outlook and services.

Requirements:

• Have accountability, eager to learn and achieve personal growth.
• Basic computer knowledge and statistical analysis.
• Proven ability to work with goals.
• Have own means of transportation.
• Demonstrated ability to communicate, present, influence and sell effectively.
• Experience in delivering client-focused solutions and in creating long-lasting relationships.
• Possess at least Diploma in Business Administrative or higher.

Perks & Benefits

• Training and coaching system 
• Commission and bonus
• Nearby public transport
• Central location
• Regular team activities
• Company trips
• Personal development opportunities

Responsibilities:

• Learn and adapt to our sales system, tools and materials.
• Provide financial planning concepts and evaluations mainly on wealth protection, wealth accummulation and wealth distribution.
• Identify customer's short, medium to long term financial goals. Review business or individual customers' need and the shortfall from their goals and propose recommendations to close the gap.
• Work with clients to achieve their financial goals with the right financial strategies.
• Maintain bookkeeping systems, database and records.
• Constantly update job knowledge and learn about new products,market outlook and services.

Requirements:

• Have accountability, eager to learn and achieve personal growth.
• Basic computer knowledge and statistical analysis.
• Proven ability to work with goals.
• Have own means of transportation.
• Demonstrated ability to communicate, present, influence and sell effectively.
• Experience in delivering client-focused solutions and in creating long-lasting relationships.
• Possess at least Diploma in Business Administrative or higher.

Perks & Benefits

• Training and coaching system 
• Commission and bonus
• Nearby public transport
• Central location
• Regular team activities
• Company trips
• Personal development opportunities

Job Description:
We pride ourselves in protecting and saving life of people we care about. Choose a career where changing someone else’s life for the better is also life-changing for you personally, professionally and financially.

Responsibilities:

• Explain the features and benefits of various risk management plan to clients.
• Meet with potential clients to discuss their financial needs and recommend the appropriate risk management plan.
• Build and maintain strong relationships with clients to encourage retention and referral business.
• Provide personalized customer serivce including claims.

Requirements:

• Spm and above
• Ages: 20-50 years old
• Ambitious, Coachable and Sociable.
• Fresh graduates are welcome to apply.
• Excellent communication and relationship management skills.
• Possess a valid driving license & own transport.
• Proven ability to work with goals.
• Demonstrated ability to communicate, present, influence and sell effectively.
• Experience in delivering client-focused solutions and in creating long-lasting relationships.

Job Highlights:

• Manageable working hours.
• Comprehensive training and ongoing guidance offered
• Coaching sessions provided by MDRT and Master Trainer Leader.
• Monthly performance bonus from Rm700-Rm3,500 for 12 month.
• Commissions, bonuses, monthly cash incentives, oversea trips, APF, referrals bonus.

Perks & Benefits

• Commission and bonus
• Manageble working hours
• Regular team activities
• Oversea Trips
• Open culture
• Personal development opportunities

Responsibilities:

• Analyze clients' financial statuses.
• Examine and suggest financial opportunities.
• Develop sound plans and budgets for clients.
• Customize financial plans according to clients' changing needs.
• Help clients implement their plans and carry out transactions.
• Present and sell suitable financial products and services.
• Find and approach prospective clients.
• Build strong relationships to retain existing clients.
• Maintain updated knowledge of regulations, practices and financial products.

Requirements:

• Experience in sales or customer service is an asset.
• Ability to analyze financial information and comply with regulations.
• Proficiency in MS Office and social media marketing.
• Keen eye to detail and strong math skills.
• Good ethics, with a customer-oriented attitude.
• Outstanding communication skills, with the ability to foster long-term relationships.
• Team player.

Perks & Benefits

• Commission and bonus
• Flexible working hours
• Company trips
• Open culture
• Personal development opportunities
• Remote work flexibility

職責：

• 分析客戶的財務狀況。
• 檢查並建議財務機會。
• 為客戶制定合理的計劃和預算。
• 根據客戶不斷變化的需求客製化財務計劃。
• 幫助客戶實施他們的計劃並進行交易。
• 展示和銷售合適的金融產品和服務。
• 尋找並接近潛在客戶。
• 建立牢固的關係以留住現有客戶。
• 保持最新的法規、實務和金融產品知識。

要求：

• 銷售或客戶服務經驗是一項資產。
• 能夠分析財務資訊並遵守法規。
• 精通 MS Office 和社群媒體行銷。
• 對細節的敏銳洞察力和強大的數學能力。
• 良好的職業道德，以客戶為中心的態度。
• 優秀的溝通技巧，能夠建立長期的關係。
• 團隊合作者。

津貼和福利

• 佣金和獎金
• 彈性的工作時間
• 公司旅行
• 開放文化
• 個人發展機會
• 遠距工作彈性

職責：

• 學習並適應我們的銷售系統、工具和材料。
• 提供以財富保護、財富累積、財富分配為主的理財規劃理念和評估。
• 確定客戶的短期、中期和長期財務目標。檢視企業或個人客戶的需求以及與目標的差距，並提出縮小差距的建議。
• 與客戶合作，透過正確的財務策略實現其財務目標。
• 維護簿記系統、資料庫和記錄。
• 不斷更新工作知識，了解新產品、市場前景和服務。

要求：

• 有責任心，渴望學習並實現個人成長。
• 基本的電腦知識和統計分析。
• 已證明有能力達成目標。
• 有自己的交通工具。
• 具有有效溝通、展示、影響力和銷售的能力。
• 擁有提供以客戶為中心的解決方案和建立持久關係的經驗。
• 至少擁有工商管理或更高文憑。

津貼和福利

• 訓練輔導體系
• 佣金和獎金
• 附近的公共交通
• 中心位置
• 定期團隊活動
• 公司旅行
• 個人發展機會

Responsibilities:

• Analyze clients' financial statuses.
• Examine and suggest financial opportunities.
• Develop sound plans and budgets for clients.
• Customize financial plans according to clients' changing needs.
• Help clients implement their plans and carry out transactions.
• Present and sell suitable financial products and services.
• Find and approach prospective clients.
• Build strong relationships to retain existing clients.
• Maintain updated knowledge of regulations, practices and financial products.

Requirements:

• Experience in sales or customer service is an asset.
• Ability to analyze financial information and comply with regulations.
• Proficiency in MS Office and social media marketing.
• Keen eye to detail and strong math skills.
• Good ethics, with a customer-oriented attitude.
• Outstanding communication skills, with the ability to foster long-term relationships.
• Team player.

Perks & Benefits

• Commission and bonus
• Flexible working hours
• Casual dress code
• Regular team activities
• Company trips
• Open culture
• Personal development opportunities

職責：

• 分析客戶的財務狀況。
• 檢查並建議財務機會。
• 為客戶制定合理的計劃和預算。
• 根據客戶不斷變化的需求客製化財務計劃。
• 幫助客戶實施他們的計劃並進行交易。
• 展示和銷售合適的金融產品和服務。
• 尋找並接近潛在客戶。
• 建立牢固的關係以留住現有客戶。
• 保持最新的法規、實務和金融產品知識。

要求：

• 銷售或客戶服務經驗是一項資產。
• 能夠分析財務資訊並遵守法規。
• 精通 MS Office 和社群媒體行銷。
• 對細節的敏銳洞察力和強大的數學能力。
• 良好的職業道德，以客戶為中心的態度。
• 優秀的溝通技巧，能夠建立長期的關係。
• 團隊合作者。

津貼和福利

• 佣金和獎金
• 彈性的工作時間
• 休閒著裝要求
• 定期團隊活動
• 公司旅行
• 開放文化
• 個人發展機會

• Candidate should possess at least two full cycle JDE project implementation/upgrade with at least 8-10 years of in JD Edwards EnterpriseOne 9.2
• Candidate should have an experience of large scale implementation of General Ledger/Accounts Payable/Accounts Receivable and Fixed Assets modules
• Candidate should have the ability to gather and understand the business requirements, Map it to the JDEdwards Enterprise One 9.2
• Should be prepare AS-IS and TO-BE Documentation in JDEdwards Enterprise One 9.2
• Implementation experience of Contract Billing and Service Billing modules are desirable
• Working experience of Global Delivery Model (Onsite/Offshore Model) is an added advantage
• Candidate should able to define functional specifications and technical specifications
• Candidate should possess excellent analytical and problem solving skills
• Candidate must be an excellent team player
• Candidate should possess excellent customer interaction skills on technology or business issues

• Candidate should possess at least two full cycle JDE project implementation/upgrade with at least 8-10 years of in JD Edwards EnterpriseOne 9.2
• Candidate should have an experience of large scale implementation of General Ledger/Accounts Payable/Accounts Receivable and Fixed Assets modules
• Candidate should have the ability to gather and understand the business requirements, Map it to the JDEdwards Enterprise One 9.2
• Should be prepare AS-IS and TO-BE Documentation in JDEdwards Enterprise One 9.2
• Implementation experience of Contract Billing and Service Billing modules are desirable
• Working experience of Global Delivery Model (Onsite/Offshore Model) is an added advantage
• Candidate should able to define functional specifications and technical specifications
• Candidate should possess excellent analytical and problem solving skills
• Candidate must be an excellent team player
• Candidate should possess excellent customer interaction skills on technology or business issues

Investment Consultant

Role:

Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial F.R.E.E.D.O.M and ensure a secure future.

If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.

Responsibilities

1. Client acquisition through various prospecting strategies.

2. Review prospective/existing client portfolio.

3. Propose solutions and planning for client investment and insurance needs.

4. Client management and retention.

5. Attend and respond to customer queries professionally.

6. Service and review financial portfolios in maintaining a long-term customer relationship.

What you will Learn:

We offer customized learning tracks according to individual development within the group, that offer structured & diverse learning modules.

Comprehensive on the job training will be provided continuously for professional development and career advancement in the financial services.

These programs are specifically designed to equip you with in-depth business knowledge, technical skills, and interpersonal skills.

You will be required to attend a number of compulsory programs; including a comprehensive business induction and other regional development program

Requirements

· Diploma or Degree from a recognized institution in any field

· Passionate to make a difference

· Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind

· Outspoken with excellent communication & interpersonal skills

· Equally motivated by working independently as well as collaborating in a team

We respect your privacy and all communication will be treated with confidentiality.

Please contact us or apply in-confidence to us with you updated MS Word Resume to : kelvin@starcareerconsulting.com

Kelvin (Reg. No. R1872625)

STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)

Investment Consultant

Role:

Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial F.R.E.E.D.O.M and ensure a secure future.

If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.

Responsibilities

1. Client acquisition through various prospecting strategies.

2. Review prospective/existing client portfolio.

3. Propose solutions and planning for client investment and insurance needs.

4. Client management and retention.

5. Attend and respond to customer queries professionally.

6. Service and review financial portfolios in maintaining a long-term customer relationship.

What you will Learn:

We offer customized learning tracks according to individual development within the group, that offer structured & diverse learning modules.

Comprehensive on the job training will be provided continuously for professional development and career advancement in the financial services.

These programs are specifically designed to equip you with in-depth business knowledge, technical skills, and interpersonal skills.

You will be required to attend a number of compulsory programs; including a comprehensive business induction and other regional development program

Requirements

· Diploma or Degree from a recognized institution in any field

· Passionate to make a difference

· Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind

· Outspoken with excellent communication & interpersonal skills

· Equally motivated by working independently as well as collaborating in a team

We respect your privacy and all communication will be treated with confidentiality.

Please contact us or apply in-confidence to us with you updated MS Word Resume to : kelvin@starcareerconsulting.com

Kelvin (Reg. No. R1872625)

STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)