Job description

Do you thrive in client-facing environments and are eager to make a meaningful impact through personalised financial planning?

If you have strong interpersonal skills and a heart for guiding others through important life decisions, we’d love for you to join our team!

Key Responsibilities:

• Advise clients on insurance and financial planning based on their unique needs.
• Conduct comprehensive financial analyses to develop customised solutions.
• Cultivate and maintain strong client relationships through regular engagement and quarterly reviews.
• Proactively prospect for new clients using company-provided platforms, resources and networking avenues.
• Stay updated on industry trends and regulatory changes to provide informed recommendations.

This is a commission-based role with performance bonuses. Allowance schemes are available for eligible applicants.

Qualifications & Requirements:

Proficiency in Insurance: Strong understanding of insurance products and policies.

Finance Background: Knowledge of financial planning, investment strategies, and risk management.

Excellent Communication & Customer Service Skills: Ability to engage clients and explain complex financial concepts.

Analytical & Strategic Thinking: Ability to assess financial data and provide sound advice.

Strong Interpersonal & Relationship-Building Skills: A client-first approach to advisory services.

Certifications & Licensing:

• Relevant qualifications in insurance and financial advisory are a plus.
• Industry Experience: Prior experience in financial advisory, insurance sales or wealth management is preferred.

Eligibility:

• Open to Singaporeans & PRs only (FAA-N13 Requirement)
• Min. DOB 2004
• Minimum local polytechnic diploma or Bachelor’s degree in Finance, Business or a related field.