Highly motivated and results-oriented Financial Consultant with a proven track record at GREAT EASTERN. Adept at providing comprehensive financial solutions and building lasting client relationships. Seeking to leverage expertise in financial planning and strategic advisory to contribute to a forward-thinking organization. Committed to driving client success and achieving organizational growth through dedicated service and a deep understanding of financial markets.
Jordan Goh
Financial Consultant | GREAT EASTERN
Singapore
The graveyard is full of men who thought they still had time.
Summary
Education
Nanyang Technological University Singapore Bachelor, Accountancy and Business Aug 2022 - Present
Experience
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Financial Consultant GREAT EASTERN Aug 2024 - Present • 1 yr 9 mosSelf-employed | | Remote
Provided comprehensive financial planning and advisory services to individual and corporate clients, assessing financial needs and recommending suitable insurance and investment solutions.
Managed a client portfolio, fostering strong relationships through regular communication, needs analysis, and policy reviews to ensure optimal financial outcomes.
Achieved and exceeded sales targets by developing and implementing effective client acquisition and retention strategies.
Stayed abreast of market trends, regulatory changes, and new financial products to offer informed and up-to-date guidance.
Work Preferences
Role preference
Casually browsing
Expected job titles
Auditor
Skills
- ExcelExperienced