Agency Development Manager 125577

We are looking for Financial Advisor & Agency Development Manager.

Jackson Lee Organisation is a well-established agency for last 30 years. We are the platform for new graduates, mid-career switchers and bankers to build and develop their careers and business.

We are passionate about grooming and development talents in our financial advisory industry.

• ONLY FOR SINGAPORE CITIZENS above 21 years old
• Entrepreneur mindset
• Have drive and ambition to succeed
• Enjoy meeting and helping people
• Are disciplined and able to work
• Minimum Qualification(s): Full certification in GCE A' Levels/ Polytechnic Diplomas or Degree holders (Local Certifications)

· M5,M9, M9A and HI certifications (In House Training Provided)

Job Description

• Understanding clients financial needs with sound financial planning
• Provide income or business continuation solution for all clients
• Manage and expand existing clients portfolio with new client acquisition
• Conduct regular reviews to ensure clients satisfaction
• Analyse clients financial information obtained to meet individual financial goals
• Keep track of market trends and share with clients
• Learn and adopt new plans to enhance client’s financial portfolio through insurance, savings, and investment
• Help clients achieve their financial goals
• Provide information and comparison for them to make informed decisions

Job Highlights

• Attractive compensation structure to build passive income
• Monthly Marketing and Webinars event for all partners
• 1 to 1 mentor and coaching by Top MDRT/COT Adviser to build assets under advice (Investment) with company incentives
• In house Cross Training by all Managers and Directors
• Career progression road map with flexible incentive structure plus medical benefits
• Great opportunities for all schemes and career advancement to management role with 18 months
• Flexible working hours and work at your own pace

If you have questions about this job, please click on apply. The employer will contact you then.