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Open nowPosted 17 days ago

Financial Consultant

MyCareersFuture94,028 open roles

Pay
SGD 2,000 – SGD 10,000 a month
Where
Singapore
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Your applicationOpen nowFinancial ConsultantMyCareersFuture · Singapore
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This job: posted 17 days ago

The posting

Our client is a Financial Advisory firm with one of the oldest insurers in Singapore. They have many openings for the Financial Advisor/Planner position

The position focuses on providing financial planning, investment, and insurance solutions to both individual clients and corporate businesses. It offers a structured corporate track with opportunities to specialize in B2B corporate insurance and employee benefits.

Responsibilities

  • Financial Advisory: Understand the short- and long-term financial goals of individual or corporate clients
  • Product Matching & Sales: Recommend and sell appropriate investment, insurance, savings, or group employee benefit solutions.
  • Relationship Management: Actively build, nurture, and maintain long-term relationships with clients to ensure retention and ongoing service.
  • Customer Service: Provide high-quality advisory experiences and excellent ongoing customer support.

Requirements

  • Experience: No prior experience is required; comprehensive training, mentorship, and closing assistance are provided.
  • Regulatory Certifications: Candidates must pass 4 CMFAS exams before officially starting the role:
  • RES5 (Rules & Regulations for Financial Advisory Services)
  • M9 (Life Insurance & Investment-Linked Policies)
  • M9A (Life Insurance Law)
  • HI (Health Insurance)

Note: Candidates who already hold these certifications are highly preferred (counted as a bonus). All papers will be covered

Benefits

  • Lead Support: Access to multiple corporate cold-market platforms and lead generation channels, eliminating the need to prospect friends or family.
  • Training & Development: Fully sponsored exam costs, structured agency training, and management support to help close early cases.
  • Flexibility & Perks: Highly flexible work schedule (work-from-home or office options) and fully paid annual incentive trips to other countries

It's a commission-based role

Please send an updated resume to [email protected] if you are keen to apply for this position

Alfred Lai

EA Reg No: R1545971

EA License No: 21C0434

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