Chartered Financial Consultant® /Singapore
CurrentComprehensive financial planning with potential client▪ Recommend and customize proposals to meet client’s financial goals and needs▪ Product comparison from various insurers and partners▪ Appeal to underwriters for best underwriting outcomes for client with pre-existing health conditions.▪ Regular follow-up and evaluate needs for client’s various life stages▪ Assist clients on claim procedures▪ Develop Clientele base through referrals