financial consultant

Job description for financial consultant at DISTINCT PROFESSIONALS GROUP

Role Overview

We are seeking motivated and driven individuals to join our team as Financial Consultants. In this role, you will help clients secure their financial future through comprehensive wealth management, insurance protection, and investment planning. Whether you are looking to lead a team or become a specialist, we provide the roadmap to get you there.

What We Offer

Comprehensive Training: Benefit from structured in-house training modules and personalized 1-to-1 mentorship to sharpen your technical knowledge and sales techniques.

• Financial Support: A dedicated allowance scheme is available for the first 2 years to support you as you build your client base.
• Professional Development: Continuous education opportunities to stay ahead of market trends and regulatory changes.

Clear Career Pathways: Choose your route. Advance into an Agency Leader role to build and manage your own team, OR take the Professional Route to become a high-level specialist.

Leads: We provide leads for your conversion. Training will be provided on different approaches.

Key Responsibilities

• Analyze clients’ financial situations and provide tailored recommendations.
• Build and maintain long-term relationships through consistent follow-ups.
• Attend regular training sessions to enhance product knowledge and soft skills.
• Develop lead generation strategies to expand your professional network.

Requirements

• Strong interpersonal and communication skills.
• A "willing to learn" attitude and a high degree of integrity.
• Full certificate in relevant regulatory examinations (training provided for suitable candidates).
• Goal-oriented with a desire for career progression.