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Financial Consultant / Financial Advisor
Full-time
on 2021-09-14 188 views

Fortue Advisory is seeking Financial Advisors who are driven and aspire to become leaders!

Fortue Advisory

Fortue Advisory members View more

  • Cassandra

What we do

Fortue Advisory specialises in holistic Financial Planning. It is about having the deep conversations with people you care about, helping them to see their hindsights and ensuring they act on it to solve their problems. Without our advice and reminders to take action, none of their problems will be solved.

We aspire to make financial planning fun and easy to understand.

Why we do

1. You are the product
2. ETC value structure
3. Our MDRT Culture

MDRT culture:
In the world, MDRT represents the top 6% of performers in our industry. As leaders, we don’t just do
MDRT ourselves, but we also groom more winners by constantly exposing our people to sharing by
MDRT producers. We even travel together to MDRT meetings in America to learn and grow
together.

How we do

Process! Process! Process!

We are young and we love growth! To achieve this, we are looking for capable aspiring leaders to
grow the agency to a new level! If you are as excited as us about achieving growth and leading
growth, we want YOU!

Whether through warm or cold market, we have established processes to guide, assist and
help you get started.

As a new team member

Job Description:
• Develop skills through our training program 
• Analyse and manage individual and corporate client's financial needs and portfolio 
• Marketing of financial services products 
• Understand clients’ needs and recommend the most suitable insurance plans based on clients’ current financial needs and stability 
• Assist clients in creating a long-term budgeting plan based on their income, personal expense needs and outstanding debts 
• Help develop wealth management strategies and other long-term financial practices to maximize their wealth into the future 
• Cultivate strong meaningful and lasting relationship with clients by tracking their successes and keeping them informed about any changes that may affect their finances 

Job Highlights/Perks:
• Work-life balance 
• Be your own boss, take charge of your appointment and working hours 
• Training and mentorship provided 
• Incentive tips/rewards
• Outstanding career growth development opportunities 
• Excellent mentorship 
• Work benefit package

Click "I'm Interested" to apply and for the chance to meet us!

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Fortue Advisory is seeking Financial Advisors who are driven and aspire to become leaders!
Fortue Advisory