Financial Services Consultant
success human resource centreNew York, NY
Financial Services Consultant
success human resource centreNew York, NYMid L4
$4000
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial Clerks, All Other
Portfolio Management and Investment AdviceInsurance Agencies and BrokeragesMiscellaneous Intermediation
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Permanent. Working hours: Mon – Fri office hours. Location: Newton. Compensation: Up to $4000 + Allowance + PB + Commission.
Responsibilities:
Connect and understand potential client financial need in both wealth protection and wealth accumulation.
Advise and provide financial solution to address client current / future financial need.
Explain and develop various financial plans for client to make an informed decision.
Assist in after sales services including claim, policy renewal.
Review and update client financial portfolio on yearly basis.
Requirements:
Possess a strong entrepreneur spirit and goal oriented.
Have a mindset to challenge the status quo.
Possess a mindset to want to aspire others.
Success Human Resource Centre Pte Ltd (EA License Number: 97C4832)
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Level
Mid L4
Salary
$4000
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
12 days ago