Financial Services Consultant

Job Summary

A licensed financial advisory firm in Singapore is seeking driven and client-focused individuals to join a dynamic team as Financial Services Consultants. You will play a pivotal role in helping individuals and families plan for their future through life insurance, investment planning, and estate planning solutions. Whether you're an experienced advisor or a professional seeking a meaningful career shift, this is an opportunity to join an established, growth-oriented organization.

With access to a diversified product suite, in-house legal and healthcare support, and a strong regional presence, this platform offers excellent potential for income growth and career progression.

Key Responsibilities

• Deliver holistic financial planning services including insurance, investments, and estate planning
• Engage and manage client relationships through tailored financial solutions
• Participate in continuous training and joint client appointments to enhance performance
• Convert leads from internal sources (including consumer and SME leads) into long-term clients
• Educate clients on trust and legacy planning strategies
• Option to build and lead your own team of advisors
• Ensure compliance with industry and regulatory standards

Ideal Candidate Profile

We welcome candidates from diverse industries such as:

• Insurance (Advisors from Broker Firms & Insurance Companies)
  • Broker Firms: Finexis, IPP, Financial Alliance, Synergy, Promiseland, SG Alliance
  • Insurers: AIA, Prudential, Great Eastern, Singlife, NTUC Income, Manulife
• Banking (e.g., UOB, OCBC, DBS, Citibank)
• Healthcare (Nursing), Education (Teachers), HR, Sales & Marketing

Requirements

• Must be a Singapore Citizen or Permanent Resident (PR)
• Minimum GCE A Level, Diploma, or Degree (SCI certification supported)
• Strong interpersonal skills and a passion for client success
• Entrepreneurial mindset with the drive to build a rewarding career
• Willing to complete required certification through the Singapore College of Insurance (SCI)
• For experienced advisors: Preferably less than 10 years in the industry or leading a small team

What Makes This Opportunity Unique

• Brokerage Platform: Access to a wide range of insurance products from multiple insurers
• Legal & Estate Planning Support: Integrated estate and trust planning via in-house legal partners
• Healthcare Integration: Clients receive complimentary health screenings via in-house clinic services
• Regional Exposure: Offices across Singapore, China, Hong Kong, Malaysia, and Thailand
• Lead Generation: Organic leads provided through affiliated businesses (not sold)
• Mentorship by Top Performers: Guided by industry leaders with proven sales and leadership success