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Open nowFirst seen 4 days ago

Financial Services Consultant

MyCareer+63 open roles

Where
Singapore, Remote
Work mode
Remote
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Your applicationOpen nowFinancial Services ConsultantMyCareer+ · Singapore, Remote

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on MyCareer+'s own form.

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 4 days ago

The posting

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
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  2. 25 readers review it

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    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on MyCareer+'s form

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    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

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  5. Reply with AI

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Why it works

3×

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