Total 4 Fresh/Entry Level financial planner job vacancies in Finance / Banking / Insurance category in The United States of America

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

JOB DESCRIPTION

• Serve retail customers and advise them on various personal banking and financial products and services based on their needs
• Engage customers through branch banking touch points, tele-appointments, and/or outreach programs
• Provide Financial planning advices to the customers and identify suitable financial solutions offered by the bank to meet their financial goals
• Have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting businesses
• Professionally and deliver service standards as prescribed by the Bank service values
• Achieve a balanced scorecard set by the company
• Ability to execute and ad-hoc duties as assigned by the Branch in charge

JOB REQUIREMENTS

• Possess a Diploma/Degree in any discipline or equivalent experience

EA Reg. Number: R21100629

EA License Number: 22C1278

Job Description

We are currently searching for individuals to be groomed into future leaders within and for our organization.

If you are motivated, driven and looking for an opportunity to grow personally and professionally, we want you to be together with our growing force.

Comprehensive and professional training will be provided and paid for (12 Weeks)

You will be working closely with leaders in our organization.

Continuous on-job training will be provided and to be assimilated progressively.

That's not all that's in for you!

• Attractive remuneration package
• Recognition for individual efforts
• Dynamic, fun and positive company culture
• Work-Life Balance
• Provides individuals with opportunities to take ownership of their own future.
• Travel opportunities, ( Business+Leisure )

Job Responsibilities:

• Make recommendations based on a reasonable inquiry from clients pertaining towards investment objectives, financial situation, financial goals and expectations.
• Review and optimize accounts and plan regularly to determine life changes that would affect a financial strategy.
• Optimize portfolios for clients for the best possible ROI
• Maintain a sustainable pipeline of clients with excellent management of all accounts(New/Existing)
• Attend yearly enrichment classes/seminars to learn and assimilate best practices from industry experts

Job Requirements

• At least a Polytechnic Diploma, A-Levels, Bachelor's Degree,Professional Degree, any field.
• 21+ and above (based on MAS requirements)
• Positive learning and Go-getter attitude.
• Self-Motivated and Financially Driven
• 2 Full-Time position(s) available.

JOB DESCRIPTION

• Serve retail customers and advise them on various personal banking and financial products and services based on their needs
• Engage customers through branch banking touch points, tele-appointments, and/or outreach programs
• Provide Financial planning advices to the customers and identify suitable financial solutions offered by the bank to meet their financial goals
• Have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting businesses
• Professionally and deliver service standards as prescribed by the Bank service values
• Achieve a balanced scorecard set by the company
• Ability to execute and ad-hoc duties as assigned by the Branch in charge

JOB REQUIREMENTS

• Possess a Diploma/Degree in any discipline or equivalent experience

EA Reg. Number: R21100629

EA License Number: 22C1278