Account Manager

What We Offer:

• Guaranteed monthly allowance + full commission + bonuses
• Education subsidies for professional designations, incentive trips, and contests
• Ongoing client leads and opportunities to grow your own portfolio
• Mentorship program to support on-the-job training

What You’ll Be Doing:

• Understand clients’ financial goals, risk tolerance, and preferences to offer tailored solutions
• Identify and pursue cross-selling and up-selling opportunities with a consultative approach
• Deliver exceptional customer service by addressing client needs promptly and effectively
• Contribute to improving overall customer experience and engagement

What We’re Looking For:

• 5+ years of experience in selling, account management or client-facing roles, preferably in financial services
• Strong communication and interpersonal skills, with a talent for building trust and collaboration
• Ambitious, success-driven mindset with honesty and independence
• Willingness to embrace challenges and grow within a dynamic environment

You could move on your career either as Business Development Manager or Team Manager, depending on your own interests. We have wealth of experience in nurturing the top consultants in the industry.