Offer summary

Qualifications:

Must be a Singapore Citizen or Permanent Resident (PR), Minimum GCE A Level, Diploma, or Degree with SCI certification support, Strong interpersonal skills and a passion for client success, Entrepreneurial mindset with a drive to build a rewarding career..

Key responsabilities:

Deliver holistic financial planning services including insurance, investments, and estate planning.

Engage and manage client relationships through tailored financial solutions.

Convert leads from internal sources into long-term clients.

Ensure compliance with industry and regulatory standards.

Job description

Job Summary

A licensed financial advisory firm in Singapore is seeking driven and client-focused individuals to join a dynamic team as Financial Services Consultants. You will play a pivotal role in helping individuals and families plan for their future through life insurance, investment planning, and estate planning solutions. Whether you're an experienced advisor or a professional seeking a meaningful career shift, this is an opportunity to join an established, growth-oriented organization.

With access to a diversified product suite, in-house legal and healthcare support, and a strong regional presence, this platform offers excellent potential for income growth and career progression.

Key Responsibilities

Deliver holistic financial planning services including insurance, investments, and estate planning
Engage and manage client relationships through tailored financial solutions
Participate in continuous training and joint client appointments to enhance performance
Convert leads from internal sources (including consumer and SME leads) into long-term clients
Educate clients on trust and legacy planning strategies
Option to build and lead your own team of advisors
Ensure compliance with industry and regulatory standards

Ideal Candidate Profile

We welcome candidates from diverse industries such as:

Insurance (Advisors from Broker Firms & Insurance Companies)
- Broker Firms: Finexis, IPP, Financial Alliance, Synergy, Promiseland, SG Alliance
- Insurers: AIA, Prudential, Great Eastern, Singlife, NTUC Income, Manulife
Banking (e.g., UOB, OCBC, DBS, Citibank)
Healthcare (Nursing), Education (Teachers), HR, Sales & Marketing

Requirements

Must be a Singapore Citizen or Permanent Resident (PR)
Minimum GCE A Level, Diploma, or Degree (SCI certification supported)
Strong interpersonal skills and a passion for client success
Entrepreneurial mindset with the drive to build a rewarding career
Willing to complete required certification through the Singapore College of Insurance (SCI)
For experienced advisors: Preferably less than 10 years in the industry or leading a small team

What Makes This Opportunity Unique

Brokerage Platform: Access to a wide range of insurance products from multiple insurers
Legal & Estate Planning Support: Integrated estate and trust planning via in-house legal partners
Healthcare Integration: Clients receive complimentary health screenings via in-house clinic services
Regional Exposure: Offices across Singapore, China, Hong Kong, Malaysia, and Thailand
Lead Generation: Organic leads provided through affiliated businesses (not sold)
Mentorship by Top Performers: Guided by industry leaders with proven sales and leadership success

Required profile