Financial Consultant | Northern Summit Life Insurance Agency | ROSE  

Join us and find out what it takes to be part of the winning agency force, Alexandrite 2!

We are opening our doors for aspiring financial consultants and for people who are interested to explore this career.

Financial Consultant's responsibilities:

• Assessing clients regarding their financial capacity and goals and creating strategies and giving a sound financial plan.
• Advising strategies for clients regarding insurance coverage, investment planning, wealth management and other concerns to help them reach financial goals.
• Monitoring client accounts on a regular basis to assess any concerns regarding their plans.
• Managing and updating client portfolios.
• Building and maintaining client base.

Northern Summit Life Insurance Agency is a branch under Alexandrite 2.
Alexandrite 2 is the number one district of Pru Life UK. We are a team of Financial Consultants who are highly dedicated in saving and protecting lives. As well-trained professionals in the field, we employ a customer-centric approach to our clients to meet their needs on Protection, Savings, Retirement Funding, Legacy Planning and Wealth Management.

• Graduate of any degree
• Good communication and presentation skills
• Willing to be trained and mentored
• Has a drive to help others and become a future team leader
• Interested in local and international travel (incentive trips)