Financial Planner

Job Brief

We are looking for people who are passionate about serving people. At Life Inc., we serve people from all walks of life because we believe that everyone deserves to be financially free. We have extensive product offerings that will take care of our client’s wealth accumulation, protection, and distribution needs. You will be trained and mentored by experienced managers to become proficient in giving relevant advice. More importantly, you will learn to be your client’s trusted friend advisor. 

We are looking for people who care and listen to what matters to people. The ideal candidate is committed to making a difference in the lives of people. If being in a space of people whose common purpose is to serve people excites you, be part of us. 

About Life Inc

We are an insurance-based financial services agency that is committed to doing good for people and the world through financial planning. As financial advisors, we care and go beyond providing solutions to individuals, families, and companies. Keeping life going the way people want regardless of time is what we stand for. 

Being in the business of people, we built a strong community of caring, like-minded individuals who believe in making a difference to people. Together, we work towards protecting lifestyles and dreams by keeping individuals, families, and companies together, regardless of time. Our promise to the people we serve is never to have a lack of finances to be in the way of having options. Because everyone matters. 

Job type: Full time 

Remuneration: $3,000/month

Job Description:

Market research and analysis on investment and money markets to always be on top of the latest trends so as to provide clients with the best opportunities. 

Assess clients' needs and goals and analyze their current financial status to provide a holistic view. 

Thoroughly understand the pros and cons of the solutions recommended to clients that can accurately address their needs and goals. 

Execute strategies and handling the paperwork on behalf of clients

Monitor accounts to keep yourself informed and updated on your clients’ changes in circumstances. 

Follow MAS and insurance regulations

Research investment opportunities to present alternative income sources

Having conversations with clients to help them realize and close their financial gap. 

Requirements:

Singapore or SPR

At least 21 YO (MAS requirement)

Min. A level or diploma/degree can (at least 900hrs, generally full time 3 years will work)

What you can get out of this career: 

Personal development

To be a leader and know how to be a great one

Get to be an entrepreneur to know how it is like to develop your business. 

To be an efficient project manager

Gain clarity of what you want in life

Gain clarity of your purpose

To be able to empathize with people

To be a great listener to what people are really dealing with

To gain fulfillment by helping others achieve financial stability 

To become an effective negotiator and communicator

To gain knowledge of financial stability

To be in a community that supports one another

Develop critical thinking skills and solve problems 

Career progression: 

Professional Route: Financial Consultants, Executive Senior Financial Consultants

Management Route: Executive Manager, Executive Senior Manager, Associate Director, Director

This career is suitable for you if you are

Passionate about making a difference

Driven by helping people and making their lives better

Considering a career in insurance and financial planning

Customer-oriented 

A great listener with empathy