Financial Consultant

Job Description

We are able to offer her knowledge of expertise from mass market, emerging affluent and high net worth (HNW) clients. You will be able to embark in an exciting career under our coaching and mentorship.

Our Vision is to groom future leaders to build a Dynamic Team with high performances, coupled with work life balance.

Joining our agency will provide many opportunities to expand and work with different financial consultants of different strengths within and outside of the Agency. We will be able to help you identify your strengths to fast track your personal growth and success!

We are looking for individuals/ leaders who are self-driven.

You must have great passion for helping people in insurance protection and wealth accumulation.

And we are looking for entrepreneurs, not just another Financial Consultant.

You will be embarking on a fulfilling career that can’t be measured by money alone a career that recognizes real efforts and real results a career that is also about the well-being of others, by helping people and their families through proper financial planning. And if you excel, you will be rewarded* too!

We always believe this is not just another job. It is a career with great purpose.

We envision ourselves being one of the best agencies and developing a trusting relationship between clients and consultants. Therefore, we are careful in our selection, because we want to get the “right people”. We have an assessment tool for you to know yourself better, and with the report, knowing your strengths and weaknesses, we can work together.

If you possess our requirements and have the trust and confidence that we can add value to your life, we would like to meet you.

Basic Requirements:

• Minimum 21 years old (Based on MAS Regulatory Requirement).

• ONLY open to Singapore PR /  Singapore Citizen

• A full certificate in GCE ‘A’ Level, International Baccalaureate Diploma qualification, Diploma awarded by a Polytechnic in Singapore, or any other academic qualification which is equivalent to the above qualifications.

• No working experience required.

• Experienced professionals who are in a cross-road of their career path are welcome for open discussion.

• Self-motivated personality and positive attitude.

• Personal Banker and Relationship Managers will have career advantages.

• Experienced Sales Executives, Practitioners, Recruitment Officers, Event Planners if new to the financial industry, however, have the right aptitude are welcome too

• We also welcome Secretaries, Accountants, Engineers, Auditors, and Teachers to this industry if you are contemplating career switch. We will provide you with the necessary and comprehensive training.

Remuneration Package and Benefits*

• Structure training provided.

• Interesting platform and activities to engage and acquire clients.

• Friendly and fun working environment.

• Career Progression.

• High range of monthly allowance ($3,000 - $12,000)* , excluded commission and bonuses

*Terms and Conditions Apply. Commissions & Incentives are payable based on individual performance.

Intrinsic Requirements

• Strong desire to succeed in life.

• A passion to serve and self-driven, willing to learn at all times.

• Willing to work flexible hours and take this as your own business, not just another job or profession!

• Believe that you deserve better than what you have now.

Job Responsibilities:

• Client acquisition and relationship management.

• Financial planning for both personal and corporate clients.

Why Join Us?

• Able to tap on the experiences of our successful Financial Consultants who are well versed in the full spectrum of insurance operations.

• Conducive working environments.

• Company and agency sponsored incentive trips to major destinations in the world*. (Qualifying criteria apply).

• Accelerated management advancement path for suitable and selected financial consultants.

• We will invest time and resources on you: personalized coaching and joint field work.

ACT NOW (if not now, then when?)

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