Closing Date: 17th August 2017

Synergy Organisation


Financial Consultant

You will be trained to understand the fundamental roles of a financial consultant. You will spend two years developing yourself in the area of financial advisory services so that you can extend sound financial advice to selected clients in two primary areas :

-- Corporate (employee benefits program and business continuity program) and;
-- Personal (asset protection and wealth preservation).

You will be trained to provide such services through structured and comprehensive training programmes, which includes fact-finding interviews to help uncover needs and goals and to design customised solutions in the form of insurance (including investment-linked products) & unit trusts.

With a strong understanding of the advisory process and good track record, you can be promoted to the rank of Financial Services Supervisor and begin your journey in agency management.