jobs in INZY

Full Time Senior Financial Advisor Jobs, in INZY - Maukerja

Senior Financial Advisor

INZY

Singapore

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Working Location

  • Singapore

Job Description

Responsibilities

Ready to Scale Your Financial Advisory Business Beyond Your Personal Network?

Every ambitious Financial Consultant reaches a stage where relying solely on warm market connections isn’t enough to sustain long-term growth. To build a predictable, thriving practice, you need a systematic cold market acquisition pipeline.


If you’ve been looking for a platform that provides authentic lead infrastructure, modern digital frameworks and the support to expand into untapped markets—we should talk.


At our team, we empower agents with the tools, leads and systems required to consistently engage, advise, and convert clients outside their immediate personal circle.


Why Practicing Consultants Switch & Scale With Us:

  • In-House Lead Pipeline: Direct access to warm, in-house generated inquiries and qualified leads. Say goodbye to cold door-knocking, unqualified leads or relying strictly on family & friends.
  • 1-on-1 Cold Market Coaching: Step-by-step mentorship and battle-tested frameworks to help you master cold outreach, high-trust consultations and closing conversions.
  • Flexible WFH / Hybrid Model: Work remotely or leverage our convenient office—built for flexible schedules and high productivity.
  • Lucrative Structure & Incentives: Competitive base allowance structure + uncapped commissions, performance bonuses and transparent leadership pathways.
  • Collaborative Team Culture: Work alongside an energetic team that actively shares successful acquisition strategies and celebrates every win.


Key Responsibilities:

  • Engage In-House Inquiries: Connect with provided, qualified inquiries to spark meaningful financial conversations and book initial consultations.
  • Client Relationship Management: Act as a trusted advisor, conducting holistic policy reviews and delivering customized wealth management solutions.
  • Practice Optimization: Utilize modern CRM workflows, scheduling systems, and digital tools to run a efficient remote/hybrid practice.
  • Community & Events: Participate in and lead client appreciation workshops, educational seminars, and team engagement initiatives.


Who We’re Looking For:

  • Currently licensed / experienced Financial Consultants looking to upgrade their client acquisition model (or driven candidates seeking a structured platform).
  • Minimum Diploma / A-Levels / Degree qualifications.
  • Strong interpersonal skills, high self-drive and a desire to build a scalable long-term career.
  • Familiarity with modern digital tools (Google Workspace, MS Office, Canva).

Ready to build a predictable, system-driven advisory business?

Send us a Direct Message for a quick, strictly confidential chat or apply today to see how our lead infrastructure can take your practice to the next level.

Important Information

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