Client Liaison Officer

Don't hustle alone. Squad up & earn together! (Weekly Pay) 🎤📞💥

Role: Financial Services & Client Acquisition Associate (Part-Time / Full-Time) (Focus: Roadshow Engagement & Tele-Appointment Setting)

Have a knack for connecting with people on the ground or over the phone? Got prior experience in roadshows, promoters work, or telemarketing?

Whether you’re a university student looking for a lucrative, flexible gig in the financial advisory space, or a mid-career switcher ready to pivot into Singapore's dynamic financial services industry — we want your talent!

🌟 Why Join Us?

1. Uncapped Earning Potential: Weekly Allowance + High Commission per Successful Appointment/Conversion + Quarterly Performance Bonuses 💰 (Your hustle directly dictates your payout!)
2. Flexible Working Hours: Perfect for balancing uni classes, family commitments, or personal schedules (Min. 2 days/week for Part-Time/).
3. Warm & Structured Leads Provided: For tele-outreach, we equip you with curated lead lists — no blind guessing. For roadshows, we provide prime booth locations and engaging marketing collateral.
4. 1-on-1 Mentorship & Industry Training: Learn the ins and outs of communication strategies and lead conversion with experienced mentors.
5. Clear Career Advancement: Direct pathways to full-time Financial Consultant, Team Lead or Agency Management roles.
6. Supportive & Energetic Culture: Work with a young, vibrant team based out of our convenient location, with REMOTE/WFH options available for tele-outreach shifts!

📌 Key Responsibilities:

🎪 For Roadshow & Ground Engagement (Pullers / Promoters):

1. Active Ground Engagement: Approach and connect warmly with members of the public at roadshows and marketing events.
2. Brand & Services Representation: Present our financial planning services in an approachable, engaging manner.
3. Lead Capture & Appointment Booking: Qualify prospective clients and schedule initial consultation appointments for our advisory team on the spot.

📞 For Outreach & Tele-Appointment Setting:

1. Strategic Phone Outreach: Connect with prospective clients via phone/messaging to introduce our value proposition.
2. Appointment Scheduling: Manage calendars, follow up efficiently, and secure qualified appointments for financial planning reviews.
3. Database Management: Keep track of call outcomes, client notes and follow-up schedules systematically.

🙌 Who We’re Looking For:

1. Singapore Citizens or Permanent Residents.
2. Minimally Diploma, A-Levels, or currently pursuing/completed a Degree.
3. Prior Experience Preferred: Proven background in roadshow pulling/promoting, direct sales, retail activation, or telemarketing/cold calling.
4. Strong Communicator: Confident, persuasive, resilient, and comfortable speaking to diverse audiences about personal finance/insurance concepts.
5. Target-Driven & Self-Motivated: Thrives in a performance-rewarding financial services environment.

📍 Work Arrangement & Location:

1. Format: Part-Time (Min. 2 days/week) or Full-Time opportunities available.
2. Location: Islandwide Roadshow Locations / Hybrid Tele-Outreach options.

✨ Ready to monetise your communication skills and build a rewarding career in financial advisory? Apply today and let’s have a chat!