Financial Consultant, Client Advisory Services

Experience level Experienced Hire
Job details sector Sales and Distribution

A glimpse of your daily mission:

1)Generating new Business for AXA Life

  • Through identifying and analysing financial needs of prospective clients.
  • Provide reasonable basis of recommendations to meet those needs.
  • Customising wealth solutions to meet those needs.
  • Working with internal partners within the organisation to generate new business.
2)Developing and maintaining a close relationship with existing customers

  • Provide high quality after-sales service to customers
  • Provide periodic review of customers’ needs to maintain and develop relationship, hence providing more cross-selling and up-selling opportunities
  • Getting referrals from customers.
  • 3)Maintain proper recording and documentation of the needs-based advisory process in accordance to regulatory requirements

Successful qualifier of this mission:

  • Minimum 1 to 3 years - experience preferably with knowledge of life insurance/banking and finance industry. Fresh Graduates are welcome to apply
  • Relevant insurance qualifications : M5,M8A,M9, M9A, HI
  • Proficent in MS Office application
  • Possess good communication and interpersonal skill
  • Result-oriented and target driven
  • Display the attributes of being a good team player

The AXA Group is a worldwide leader in insurance and asset management, with 166,000 employees serving 103 million clients in 64 countries. AXA in the number 1 Global Insurance Brand for the 10th year running, and it also the number 1 insurance company in the Top 50 Most Innovative Companies.

AXA's mission is to help customers live their lives with more peace of mind by protecting them, their relatives and their property against risks, and by managing their savings and assets. As a company whose business is to protect people, we have a responsibility to leverage our skills, resources and risk expertise to build a stronger and safer society.

To achieve this mission, we are committed to redefining the standards of our business so that we truly differentiate ourselves and earn the trust of our key stakeholders.

AXA Insurance is part of the AXA group, a worldwide leader in insurance and asset management, and the world’s leading insurance brand for the tenth consecutive year, with 160,000 employees serving 105 million clients in 62 countries. Present in Singapore since 1969, AXA Insurance has been serving the general and life insurance needs of individuals and companies in Singapore through a wide range of innovative products.  As one of the top global insurers in Singapore, AXA Insurance protects more than a third of a million customers in Singapore. As a company whose business is about protecting people, AXA Insurance is committed to building a stronger and safer society by empowering customers to live better lives.