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Kerja Kerja Dari Rumah Financial Consultant, Gaji tinggi SGD 10,000 di Placement Professionals - Maukerja

Financial Consultant

Placement Professionals

Kongsi
Simpan

Lokasi Kerja

  • Singapore

Penerangan Kerja

Tanggungjawab

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

*************

OR

Whatsapp +************* 3812

I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.

************* '

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

The role centers on delivering financial planning, investment, and insurance solutions to both individual customers and corporate clients. It provides a structured corporate career path with opportunities to focus on B2B corporate insurance and employee benefits.

The role is commission-based role.

Responsibilities

Financial Advisory:
Gain a clear understanding of the short- and long-term financial objectives of individual or corporate clients

Product Matching & Sales:
Identify, recommend, and sell suitable investment, insurance, savings, or group employee benefit solutions.

Relationship Management:
Develop, strengthen, and maintain lasting client relationships to support retention and continued service.

Customer Service:
Deliver quality advisory experiences while providing excellent ongoing customer support.

Requirements

Experience:
Previous experience is not necessary, as comprehensive training, mentorship, and closing support will be 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, removing the need to approach friends or family for prospects.

Training & Development:
Exam fees are fully sponsored, with structured agency training and management guidance provided to support early case closures.

Flexibility & Perks:
Enjoy a highly flexible working arrangement, with work-from-home or office options, as well as fully sponsored annual incentive trips overseas.

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.
Established in 2014, we have a proven track record in delivering successful outcomes, for candidates and for companies. By adopting a disciplined and rigorous approach to search assignments, we ensure best match, always.

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Recognizing that having the right individual for the job is key for a company's success, our promise is to always conduct in-depth due diligence into the position requirements and to screen candidates thoroughly to assure suitability prior to presenting them for consideration.

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Our search scope covers Permanent, Temporary or Contract Staff. In addition, we also offer Payroll Outsourcing Service and Headcount Hosting Service.

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