Financial Advisor

Are you interested in investment, retirement, wealth growth and financial concepts Our client is a good leader, who is willing to guide and coach in lead generation and closures. We are looking for talents who can interact positively with others and keen to make an impact to singles and families!

Key responsibilities

• Provide comprehensive financial advice across insurance, investment, retirement education, and estate planning.
• Conduct regular reviews and maintain long-term client relationships.
• Assess clients financial situations and develop personalized strategies to meet their goals.
• Educate clients on a range of financial products and services.
• Build and maintain strong client relationships through regular communication and follow-ups.
• Stay informed about investment trends, industry trends, regulations, and best practices.

What's in it for you to build your self-confidence and accelerate your success

• Teamwork and sharing on lead generation ideas and execution to grow your income.
• Strong team work, coaching and progressive training to sharpen your knowledge and skills along the way!
• Updates on latest market sentiments and joint field work to empower your expertise sharing.
• Base salary and commissions (payable on individual performance target met).

Key requirements

• Singapore citizen or Singapore Permanent Resident
• Minimum educational qualification: GCE A Levels, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.
• Required to attain CMFAS certifications M5, M9, M9A and HI.
• Strong communication and interpersonal skills.

Open for anyone with ot without experience and keen to venture for good financial and retirement prospects!

Don't miss this good opportunity. Apply today and find out more!

EA Licence No: 26C3466| Reg No: R1547471