Our group is formed in 2009, consisting of an efficient class of young financial planners at the average of 26, the major difference between us and other agencies is that we provide a structured platform for our planners to develop in various discipline-
- A proven and organized sales and marketing platform that will kick start your career with guidance from our senior planners;
- Constant inhouse trainings conducted by our Directors, Managers and veterans in the financial industry guarantees that you will receive an everlasting experience, your stay with us will always be eventful;
- Monthly Company review to ensure every planners are achieving their goals and top planners will be rewarded with bonuses and incentive trips around the globe
etc…
Till date, we had discovered numerous talents among our group that had achieved both financial and academic success. Recently we clinched both the top Accident and Health agency and are ranked 5th at the corporate level. With a sophisticated system currently in place, we had improved on our recruitment and retention figures. In the short to medium term, our aim of a 100 men agency is not far off. Our monthly chill out evenings has also created a platform for our planners to let their hair down after a month’s hard work. The group strongly believes in working hard and playing hard.
- Support in marketing activities and other aspects of financial services
- Assist in customer acquisition
- Assist in planning and execution of new business development
- Attend all meetings and trainings provided internally and externally
- Weekly study group to analyze various financial plans
Areas that you will be trained in include:
· Decision Management
· Financial Planning: Process and Environment
· Legal Aspects of Financial Planning
· Planning for Business Owners and Professionals
· Wealth Management
Requirements:
“A” Levels / Recognized Diploma from local Polytechnics (Private Diploma subjected to evaluation)Excellent leadership, interpersonal communication skills
Excellent presentation skills
Ability to establish and maintain effective working relationships with coworkers, managers and clients.
Fluent verbally in english and mandarin
Singaporean and PR only
ORD Personnel are welcomed to apply
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- Company:
Julian Lee & Associates - Designation:
Financial Services - Profession:
Accounting / Auditing / Taxation - Industry:
Finance