Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
Relationship Building: Build and maintain long-term, trusted relationships with clients.
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Please note: This is a sales role with no fixed salary or basic monthly pay. Earnings are commission-based and depend on sales performance.
FinAIMS focuses on investments, personal finance and financial education. We help individuals and families better understand their finances, develop healthier money habits and work towards their financial goals.
We invest time, effort and resources into developing our consultants through structured training, practical learning and team support. Our aim is to build a community of knowledgeable, confident and ethical practitioners who serve clients with care.
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