Full Time Financial Services Consultant Jobs, Salary up to SGD 5,000 in Trillion Group Holdings Central Region (Singapore) - Maukerja

Financial Consultant

We invite driven and purpose-led individuals to build a meaningful career as a Financial Consultant. This is an opportunity to grow a sustainable business, make a real difference in clients' lives, and be part of a winning team culture.

Role Overview

You will provide holistic financial planning services to individuals, families, and business owners. Your role is to understand clients' financial goals, identify protection and wealth gaps, and recommend suitable solutions — including protection, savings, investment, and estate planning products. This is a salaried position with commissions offered and you will be guided by a supervisor with a structured on-the-job training plan.

Key Responsibilities

Conduct thorough Financial Needs Analysis (FNA) to understand clients' current financial position and long-term goals

Develop and present personalised financial plans and product recommendations

Build and maintain a loyal client base through proactive relationship management and regular Annual Client Reviews (ACR)

Identify and approach prospective clients through referrals, networking, and community engagement

Stay current with product offerings, industry regulations, and compliance requirements

Achieve monthly and quarterly sales targets (tracked via BSC scorecard)

Participate actively in agency training sessions, product workshops, and team events

Maintain accurate records of client interactions and activities

Uphold the highest standards of professional ethics and client confidentiality

Qualifications & Requirements

Minimum Diploma or Degree holders due to regulatory requirements

No prior financial services experience required — comprehensive training provided

Strong desire to help clients achieve financial security and peace of mind

Self-motivated, goal-oriented, and resilient with an entrepreneurial mindset

Excellent communication and active listening skills

Willingness to obtain MAS-required licences (M9, M9A, HI, M5 — training and exam support provided)

Prior experience in sales, relationship management, or client-facing roles is advantageous

What We Offer

Structured onboarding programme with mentorship from experienced managers

Access to full suite of award-winning financial products — including protection, investment-linked, and legacy/estate planning solutions

Competitive commission structure with bonuses, allowances, and incentive trips

Recognition through agency awards and industry accolades

Clear career progression pathway from Consultant to Unit Manager and beyond

Collaborative team culture with regular training, coaching, and leadership development

Flexible, autonomous working style with full back-office and compliance support

Career Path:
Financial Consultant → Senior Consultant → Unit Manager → Agency Manager

Training Support:
Pre-licensing preparation, onboarding bootcamp, product training, and ongoing coaching by agency leadership

Ideal For:
Graduates, career switchers, and professionals seeking purpose-driven, performance-rewarded work

Trillion Group Holdings Pte Ltd is established in 2015 and we aim to provide companies with Marketing and Management Consultancy Services to help grow and expand their businesses. Since 2015, we have serviced many companies on the aspect of marketing and management consultation utilising the resources and collaborations that the company has established. We are also proud to say that we are the preferred partners of many of these companies that we have worked with.