ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
TIAA
Houston, TX, United States
Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Advisory Consultant partners with their te
Job Source: TIAATIAA
Houston, TX, United States
Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Advisory Consultant partners with their te
Job Source: TIAAInscription Capital
Houston, TX, United States
We are seeking a successful Wealth Management Operations Associate/Client Service Associate who is a multi-tasker at heart, with strong communication skills and a problem-solving mindset that thrives in a fast-paced and evolving organization. Our ideal candidate is coachable, has a willingness to learn, and consistently performs at a high level und
Job Source: Inscription CapitalSunflower Bank NA
Houston
Job Description Job Description Description: Sunflower Bank, N.A . is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Houston, Tx. Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thought
Job Source: Sunflower Bank NAEquitable Advisors
, HI, United States
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering f
Job Source: Equitable AdvisorsInscription Capital
Houston
Job Description Job Description We are seeking a successful Wealth Management Operations Associate/Client Service Associate who is a multi-tasker at heart, with strong communication skills and a problem-solving mindset that thrives in a fast-paced and evolving organization. Our ideal candidate is coachable, has a willingness to learn, and consist
Job Source: Inscription CapitalRWR Enterprises Inc.
Houston, TX, United States
Wealth Management Advisor Houston TX Assisting our Client, a focused investment management group offering equity solutions. Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senio
Job Source: RWR Enterprises Inc.Equitable Advisors
Houston, TX, United States
A culture of growth with a firm that supports You’ve built a successful practice and now you’re considering a move. Perhaps you’re looking for more. At Equitable Advisors, we’d like to get to know and understand you — and help you discover what greater fulfillment you can find — for your clients and for yourself. We’re here to help you grow your b
Job Source: Equitable Advisors, HI, United States
Wealth Management Consultants page is loaded Wealth Management Consultants Apply locations Singapore, SG-AIA Singapore posted on Posted Today job requisition id JR-43901 At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.
It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.
And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives.
So if you believe in inspiring a better future, read on.
About the Role
Key Responsibilities:
Perform financial planning exercise with clients as an individual producer and see through success of sales activities, managing the overall production numbers and achieving sales targets under the leadership of the Head of Business Development
Manage inquiries and referrals from introducers, internal and external partners, follow through directly with the customer throughout the entire sales cycle.
Ensure seamless customer experience from client application, medical to policy inception
Attend to servicing queries from clients and be the first point of contact for any customer complaints
Manage own portfolio of clients by Providing financial advice based on clients’ financial and protection needs
Providing recommendation to clients on wealth accumulation and legacy planning
Delivering a high level of professional customer service to customers
Driving company initiatives/ projects, eg, Lead Generation Campaigns, Customer Promotions etc.
Participate in scheduled sales training and other professional development courses to enhance sales skills and meet the mandatory CPD hours requirement to ensure Fit & Proper.
Key Requirements:
Minimum education: Diploma, Advanced/Higher/Graduate Diploma and higher
3-5 years of relevant experience with demonstrated track record of sales achievement
Great enthusiasm, a can-do attitude, and exceptional organizational skills to this highly visible role to help with the sales growth.
Results-driven, professional, passionate for growth
Experience in Insurance related Sales environment with certifications in CMFAS M5, M9, M9A, HI.
Experience with HNW case management
Knowledge of estate planning, trust services will be added benefit
#LI-SC1
Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.
You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.
Similar Jobs (1) Business Development Manager locations Singapore, SG-AIA Singapore posted on Posted 30+ Days Ago
At AIA, we don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.
We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives, build healthier societies and cultivate healthier environments that better everyone.
If you believe in inspiring a better future, we'd love to hear from you.
#J-18808-Ljbffr
Wealth Management Consultants jobs in , HI, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.