Financial Consultant

salary Salary :

$4,000 - 6,000 monthly

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Job Description - Financial Consultant

Manulife Financial Advisers (MFA) is one of the most dynamic financial advisory firms in Singapore, backed by Manulife, a leading Canadian-based financial services group.


MFA provides insurance, retirement, investment and wealth management solutions to meet our customers' financial needs across their various life stages.


We partner with multiple insurers and investment platforms, offering customers a wide range of insurance solutions and investment products to fulfil their protection needs and wealth creation ambitions.


Our service partners includes :


Life Insurance : 

  • Singapore Life Ltd. (Singlife)
  • China Life Insurance (Singapore) Pte Ltd
  • China Taiping Insurance (S) Pte Ltd
  • Manulife (Singapore) Pte Ltd
  • Income Insurance Limited
  • Raffles Health Insurance Pte Ltd
  • Swiss Life (Singapore) Pte Ltd
  • Tokio Marine Life Insurance Singapore Ltd


Investment Platform :

  • Havenport Investments Pte. Ltd
  • iFAST Financial Pte Ltd
  • Navigator Investment Services Ltd
  • Phillip Securities Pte Ltd
  • Tiger Brokers (Singapore) Pte Ltd
  • UOB Kay Hian Private Limited


Summit Planners Alpha

We are the preferred agency for people who yearn for a conducive and family oriented environment to grow their financial career and seeking holistic growth. 


Our vision is to deliver value-added financial advice and solutions with the aim to create a secure and sustainable financial future for our clients and their loved ones. We aspire to be the preferred financial services consultants in the financial industry and be recognized for improving the lives of our clients.


We have groomed several MDRT/ COT and TOT achievers successfully over the years with our philosophy.


If you share the same belief, please give us a ring or pm us for a chat. We are most willing to explore further.


Job Requirements :

  • Singaporean Citizen/Permanent Residents Only
  • 21 years old and above
  • A Level, Polytechnic Diploma or Bachelor's Degree (preferred) in any field
  • Loves interacting with people and willing to do sales
  • Passionate, Resilient, Resourceful and Positive-Hard working attitude
  • Entrepreneurial and self-driven
  • Candidates without prior experience are welcome while financial sales experience are preferred (Intensive training and coaching will be provided for all required candidates)


Job Responsibilities :

  1. To provide clients with financial advice and products to help them achieve their lifestyle goals.
  2. To analyse and manage clients insurance and investment portfolios.
  3. To venture towards the High Net Worth market with our estate/ legacy planning, business continuity, succession planning tools
  4. To maintain good relationship with clients through good service and regular updates
  5. To keep abreast of the financial markets and news


Job Highlights :

  • attractive remuneration package: monthly $4k - $6k allowance + commission + bonus + incentives + convention trips, etc
  • Fast tracked career path to Management or specialists 
  • Consistent 1-1 mentorship, holistic sales training and support with our management team
  • Remote working and learning from home is available upon arrangement
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