Financial Advisor (Insurance)

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

***email_hidden***

I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more.

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

We believe in delivering a comprehensive and client-focused approach, ensuring that our clients’ financial needs are understood, supported, and well taken care of. We believe that achieving this begins with developing the right people and culture within our team.

Join our team as a Financial Advisor and enjoy a flexible working environment, structured training, strong support systems, and a competitive remuneration package. This opportunity is suitable for fresh graduates as well as individuals exploring a mid-career transition. Connect with us and begin your journey towards a fulfilling career in financial advisory.

A Day in The Life of a Financial Advisor

Client Networking: Build and expand your client portfolio through strategic networking, relationship-building, and prospecting activities.

Financial Strategy Development: Assess clients’ financial circumstances and objectives to develop personalised financial strategies

Insurance and Financial Advisory: Deliver comprehensive financial advice covering insurance, retirement planning, education planning, and investments with support from a wide range of financial solutions.

Financial Analysis: Prepare and present detailed financial reviews, investment summaries, and income projections to help clients make informed decisions.

Client Relationship Management: Strengthen client partnerships through regular reviews and by adapting financial plans according to changing life circumstances.

Benefits & Rewards

24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career.

Extensive Training and Support Structure: Regular workshops, training & sharing sessions within the agency and individual mentorship ensuring support along the way.

Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible work arrangements.

Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers & fun team-bonding events.

Market-leading Remuneration Structure: Market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.

Qualifications

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
• Highly motivated with strong interpersonal skills

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