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Financial Consultant

salary Salary :

$5,000 - 10,000 monthly

Job Description - Financial Consultant

About The Role

We are seeking driven, client-focused individuals to join our team as Financial Consultants under HCBS Life.

This is a career-building opportunity for those who are passionate about helping individuals and families achieve financial security and long-term wealth goals. You will be equipped with structured training, 1-on-1 mentorship, and industry support to develop into a confident financial advisor.

Whether you are a fresh graduate or exploring a career switch, this role offers a clear pathway into the financial services industry with strong professional growth and earning potential.

What You’ll Do

  • Conduct comprehensive financial assessments to understand clients’ needs and life goals
  • Design tailored financial solutions covering wealth accumulation, protection, retirement, and legacy planning
  • Provide advisory support in insurance, investments, and long-term financial planning strategies
  • Build and maintain long-term, trust-based client relationships
  • Review and adjust financial plans regularly to ensure clients stay on track
  • Participate in structured training, mentorship sessions, and continuous professional development
  • Ensure all advisory activities comply with regulatory and company standards

What We Offer

  • Structured onboarding and industry-leading training programme
  • 1-on-1 mentorship from experienced financial consultants and leaders
  • Clear career progression pathway into senior and managerial roles
  • Uncapped earnings potential based on performance
  • Flexible working arrangements with autonomy over your schedule
  • In-house lead generation and digital marketing support to help you focus on clients
  • Collaborative, growth-oriented team environment

Who We’re Looking For

  • Minimum qualification: A-Levels, Diploma, or Degree in any discipline
  • Aged 21 and above
  • Strong interpersonal and communication skills
  • Client-oriented mindset with a willingness to learn and grow
  • Fresh graduates and career switchers are encouraged to apply
  • Prior experience in sales, banking, finance, or customer-facing roles is an advantage but not required
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About the Company

FORT FINANCIAL PTE. LTD.

Fort Financial is an agency unit representing AXA Insurance Pte Ltd. We pride ourselves at constantly providing value added Financial Services Solutions, Wealth Management and Consultancy.  It is imperative to us to always ensure that our clients are treated with utmost integrity and diligenc...

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