Job Highlights
- Non-warm lead focused, teaching you the skills of Business Development to an open market
- Complete guidance and attention from a dedicated professional to achieve success
- Working with a cohesive and supportive team that looks out for each other
- Mentors dedicated to ensure your financial goals are met
Job Description
Roles and Responsibilities
- Manage and Analyze client’s financial portfolio
- Assist in helping clients accumulate and grow their finances
- Advise and recommend clients suitable financial plans and strategies based on their needs
- Ensuring monthly/yearly target are met
Benefits
- Able to have good work-life balance
- Flexible working hours + WFH benefits
- 1 on 1 personalized mentorship
- Incentive Trips and Commission benefits*
- Regular training and personal development
- Sponsored insurance exams
- Establishment of allowance up to 24 months for successful candidates*
- $500 starting bonus for successful candidates*
Here’s what you’ll do as a Financial Consultant
- Assess clients’ financial situation to help them work towards their financial goals.
- Provide advice on insurance to help companies and individuals plan for their financial futures.
- Help clients with financial planning in areas such as retirement, education, and investments.
- Follow up with clients to assess how developments in their life might affect their financial plan
What does it take to become a Financial Consultant
- Minimum age 21 and above Based on MAS (Monetary Authority of Singapore) regulatory requirement.
- Singaporean and PR only
- Minimum full certificate in GCE ‘A’ Levels or Local Polytechnic Diploma
- All Income Financial Consultants are required to attain Capital Markets and Financial Advisory Services (CMFAS) certifications for Module 5, Module 9, Module 9A and Certificate in Health Insurance
- Enjoy seeing tangible results of your hard work, and be motivated by performance-based incentive structures
- Have good interpersonal skills and be passionate about helping customers achieve their financial goals
We welcome your application if you do not have insurance experience but is keen on a career in insurance sales.
Business Registration Number: 202342719W.
Licence Number: 23C2002.
EA Personnel Registration Number: R23119217
