Financial Sales Advisor

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

[email protected]

I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

(Entry–Mid Level | Fresh Graduates,Career Switchers, Sales Professionals)

NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings.

Overview of the Position

A Financial Sales Advisor role that focuses on helping individuals and families make informed financial decisions, plan for the future, and protect what matters most.

You will be supported through structured training, mentorship, and licensing sponsorship, allowing you to build a rewarding career while making a positive impact on clients’ lives. Candidates from diverse backgrounds such as education, healthcare, retail, hospitality, or customer service are encouraged to apply.

This opportunity is designed for individuals seeking a meaningful career transition into the financial advisory industry, regardless of prior experience.

Key Responsibilities

• Guide clients in making sound financial decisions based on their goals and life circumstances
• Provide tailored recommendations across areas such as savings, insurance, retirement, and education planning
• Build and maintain long-term relationships with clients through ongoing engagement
• Work independently while collaborating with a supportive team environment
• Continuously develop your knowledge and skills through training and mentorship programmes

Requirements

• A minimum qualification of a local diploma or higher
• Strong communication and listening skills
• A genuine interest in helping others and building relationships
• Motivation to grow both personally and professionally
• Singapore citizenship or permanent residency (in line with regulatory requirements)

No prior experience in finance or a related degree is required, as full training and support will be provided.

Training & Career Development

You will receive comprehensive onboarding, ongoing mentorship, and sponsorship for required licensing and certifications. This structured support is designed to equip you with the skills and knowledge needed to succeed in the industry.

Compensation & Benefits

• Monthly allowance combined with commission and performance-based bonuses
• Access to potential client leads to support your business development
• Flexible working arrangements
• Clear career progression pathways
• Opportunity to build a purposeful career with meaningful impact

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.