Total 21 financial planner job vacancies in Sales / Marketing category in d20 bishan ang mo kio

As an financial sales executives, your role is to :

1). Build Client Portfolio.

2). Assist clients in managing their portfolio

3). Consulting and reviewing of Clients' assets management

Flexible working schedule:

1) Consuting at clients' place

2). Consuting online

Training:

Professional Training and guidance will be provided to guide you on how to setup your Business.

As this is an Entrepreneurship nature work, we offer basic monthly allowance to fully support your business.

Where Performance targets are achieved, there will be commssions in addition.

Remuneration:

1). Basic Monthly Allowance

2). Commission upon close sales

Requirements:

For you to be able to consult professionally, you need to obtain certian licensing certifications. These certifications are widely acknowledged and recognised in the financial industries.

1). Licensing requirements

For Selected candidates with great attitude, we will subside the fees for the licensing requirements, as a form of support for your financial setup.

Details will be discuss upon shortlisted for interview.

Interviews will be conducted via online video call.

We welcome all homemakers and all aspiring individuals to apply.

If you have what it takes to be a successful Financial Consultant, want to get out of the daily 8-5 job, and Truly make a difference for yourself, take action now and send in your resume to apply.

You can work from home.

Flexible timings.

Job Description:

Responsibilities

Sales proposals

Client relations

Advisory

Requirements

Confident, matured, highly motivated

Excellent communication, presentation and interpersonal skills.

Pleasant and professional appearance.

Rewards

High earning potentials

Good career prospect

We are seeking a motivated and results-driven Financial Sales Representative to join our team.

Key Responsibilities:

Engage with potential clients

Conduct assessments and recommend suitable financial products and services.

Build and maintain strong relationships with clients to ensure satisfaction and retention.

We welcome home makers/housewives, individuals who is looking for a career switch. No experience needed as training will be provided!!

We offer very flexible working hours and you can also work from home

If you're someone who is outspoken and have the will to learn and grow. We would love to hear from you.

You can work from home.

Flexible timings.

Job Description:

Responsibilities

Sales proposals

Client relations

Advisory

Requirements

Confident, matured, highly motivated

Excellent communication, presentation and interpersonal skills.

Pleasant and professional appearance.

Rewards

Allowance $3000 + Bonus comms

High earning potentials

Good career prospect

As an financial sales executives, your role is to :

1). Build Client Portfolio.

2). Assist clients in managing their portfolio

3). Consulting and reviewing of Clients' assets management

Flexible working schedule:

1) Consuting at clients' place

2). Consuting online

Training:

Professional Training and guidance will be provided to guide you on how to setup your Business.

As this is an Entrepreneurship nature work, we offer basic monthly allowance to fully support your business.

Where Performance targets are achieved, there will be commssions in addition.

Remuneration:

1). Basic Monthly Allowance

2). Commission upon close sales

Requirements:

For you to be able to consult professionally, you need to obtain certian licensing certifications. These certifications are widely acknowledged and recognised in the financial industries.

1). Licensing requirements

For Selected candidates with great attitude, we will subside the fees for the licensing requirements, as a form of support for your financial setup.

Details will be discuss upon shortlisted for interview.

Interviews will be conducted via online video call.

We welcome all homemakers and all aspiring individuals to apply.

If you have what it takes to be a successful Financial Sales Executives, want to get out of the daily 8-5 job, and Truly make a difference for yourself, take action now and send in your resume to apply.

We are looking for motivated individuals, who is able to take initiative and challenging task In a fast- track organization.

You will be working in a Fast- paced environment where your achievements will be recognized.

Good communication is a must.

Confidence in presentation is a definite plus.

You can work from home.

Flexible timings.

(Calling customer time in between 9am to 10pm)

Job Description:

Responsibilities

Sales proposals

Client relations

Advisory

Requirements

Confident, matured, highly motivated

Public speaking skill, presentation and interpersonal skills.

Pleasant and professional appearance.

Rewards

Basic allowance + Bonus comms

High earning potentials

Good career prospect

Shortlisted candidates will be notified very soon.

You can work from home.

Flexible timings.

Job Description:

Responsibilities

Sales proposals

Client relations

Advisory

Requirements

Confident, matured, highly motivated

Excellent communication, presentation and interpersonal skills.

Pleasant and professional appearance.

Rewards

Basic allowance $3000 + Bonus comms

High earning potentials

Good career prospect

Benefits:

• Well Established Company
• Salary: $ 4000 - $ 5000 + Uncapped Comm + Attractive Incentives
• Excellent Welfare and Benefits + Career progression
• Working Days: 5 Days [Not required to work on Weekends]
• Flexible Schedule

Responsibilities:

• Financial advisors work closely with clients to develop comprehensive financial plans tailored to their specific goals, needs, and circumstances
• Assessing client’s current financial situation, identifying objectives (such as retirement planning, wealth accumulation, education funding, or estate planning), and creating strategies to achieve these goals
• Provide guidance on investment strategies and asset allocation based on clients' risk tolerance, time horizon, and financial objectives
• Recommend suitable investment products such as stocks, bonds, mutual funds, exchange-traded funds, or other securities

Requirements:

• Possess minimum Local Diploma or related equivalent
• No experience required. Training provided

Interested applicants can send your resume to Whatsapp 83208165 (Jennifer) and allow our consultant to match with our clients.

Jennifer Tay Swee Shan

Reg No: R22111564 | EA No: 21C0845

Recruit Now Singapore Pte Ltd

Company’s Profile:

One of the leading global Financial Providers providing insurance and investment planning and management services, they are now looking for vibrant and passionate individuals that are seeking a career path in the financial industry to join them to gain insights and have hands-on experience with guided mentorship to spearhead their career in this industry!

Work location: CBD area

Working hours: Monday - Friday, flexible hours, 50 to 60 hours per month (Not required to work on weekends)

Salary: $15/hour

Job Responsibilities:

• Consistent evaluation of current portfolio to suggest relevant upgrades.
• Developing informative recommendations for clients to strategise their current portfolio.
• Learning the financial industry by understanding current economic market trends.
• Providing detailed reviews with new clients to enhance their portfolio coverage.

Requirements:

• Graduated from local school Diploma/A Levels/University Degree
• MUST be able to commit for minimally 1 month, convertible to full-time permanent role

Interested candidates may whatsapp your resume to 8494 1966 and interview can be arranged immediately. Only shortlisted applicants will be contacted.

Cassie Chan | R2197426

Recruit Now Singapore Pte Ltd | EA No: 21C0845

Company’s Profile:

One of the leading global Financial Providers providing insurance and investment planning and management services, they are now looking for vibrant and passionate individuals that are seeking a career path in the financial industry to join them to gain insights and have hands-on experience with guided mentorship to spearhead their career in this industry!

Work location: CBD area

Working hours: Monday - Friday, flexible hours, 50 to 60 hours per month (Not required to work on weekends)

Salary: $15/hour

Job Responsibilities:

• Consistent evaluation of current portfolio to suggest relevant upgrades.
• Developing informative recommendations for clients to strategise their current portfolio.
• Learning the financial industry by understanding current economic market trends.
• Providing detailed reviews with new clients to enhance their portfolio coverage.

Requirements:

• Graduated from local school Diploma/A Levels/University Degree
• MUST be able to commit for minimally 1 month, convertible to full-time permanent role

Interested candidates may whatsapp your resume to 8494 1966 and interview can be arranged immediately. Only shortlisted applicants will be contacted.

Cassie Chan | R2197426

Recruit Now Singapore Pte Ltd | EA No: 21C0845

Company’s Profile:

One of the leading global Financial Providers providing insurance and investment planning and management services, they are now looking for vibrant and passionate individuals that are seeking a career path in the financial industry to join them to gain insights and have hands-on experience with guided mentorship to spearhead their career in this industry!

Fresh graduates with a keen interest to pursue their career in Financial industry are welcome to apply!

Work location: CBD area

Working hours: Monday - Friday, flexible hours (Not required to work on weekends)

Job Responsibilities:

• Consistent evaluation of current portfolio to suggest relevant upgrades.
• Developing informative recommendations for clients to strategise their current portfolio.
• Learning the financial industry by understanding current economic market trends.
• Providing detailed reviews with new clients to enhance their portfolio coverage.

Requirements:

• Graduated from local school Diploma/A Levels/University Degree
• MUST be able to commit for minimally 1 month

Interested candidates may whatsapp your resume to 8494 1966 and interview can be arranged immediately. Only shortlisted applicants will be contacted.

Cassie Chan | R2197426

Recruit Now Singapore Pte Ltd | EA No: 21C0845

Company’s Profile:

One of the leading global Financial Providers providing insurance and investment planning and management services, they are now looking for vibrant and passionate individuals that are seeking a career path in the financial industry to join them to gain insights and have hands-on experience with guided mentorship to spearhead their career in this industry!

Fresh graduates with a keen interest to pursue their career in Financial industry are welcome to apply! Mentorship and training will be provided.

Work location: CBD area

Working hours: Monday - Friday, flexible hours (Not required to work on weekends)

Job Responsibilities:

• Provide professional financial advice, supported by fact finding of customer’s financial goals.
• Develop your expertise and personal clientele, leveraging on the company's proven referral system and training that helps you find and secure clients.
• Capitalize on sales opportunities via in-house events, financial reviews for customers and engagement activities.

Requirements:

• Graduated from local school Diploma/A Levels/University Degree
• Keen interest in pursuing sales in the financial industry

Interested candidates may whatsapp your resume to 8494 1966 and interview can be arranged immediately. Only shortlisted applicants will be contacted.

Cassie Chan | R2197426

Recruit Now Singapore Pte Ltd | EA No: 21C0845

Company’s Profile:

One of the leading global Financial Providers providing insurance and investment planning and management services, they are now looking for vibrant and passionate individuals that are seeking a career path in the financial industry to join them to gain insights and have hands-on experience with guided mentorship to spearhead their career in this industry!

Work location: Newton

Working hours: Monday - Friday, flexible hours (Not required to work on weekends)

Salary: $15/hour

Job Responsibilities:

• Consistent evaluation of current portfolio to suggest relevant upgrades.
• Developing informative recommendations for clients to strategise their current portfolio.
• Learning the financial industry by understanding current economic market trends.
• Providing detailed reviews with new clients to enhance their portfolio coverage.

Requirements:

• Graduated from local school Diploma/A Levels/University Degree
• MUST be able to commit for minimally 1 month, convertible to full-time permanent role

Interested candidates may whatsapp your resume to 8494 1966 and interview can be arranged immediately. Only shortlisted applicants will be contacted.

Cassie Chan | R2197426

Recruit Now Singapore Pte Ltd | EA No: 21C0845

Company’s Profile:

One of the leading global Financial Providers providing insurance and investment planning and management services, they are now looking for vibrant and passionate individuals that are seeking a career path in the financial industry to join them to gain insights and have hands-on experience with guided mentorship to spearhead their career in this industry!

Work location: Newton

Working hours: Monday - Friday, flexible hours (Not required to work on weekends)

Salary: $15/hour

Job Responsibilities:

• Consistent evaluation of current portfolio to suggest relevant upgrades.
• Developing informative recommendations for clients to strategise their current portfolio.
• Learning the financial industry by understanding current economic market trends.
• Providing detailed reviews with new clients to enhance their portfolio coverage.

Requirements:

• Graduated from local school Diploma/A Levels/University Degree
• MUST be able to commit for minimally 1 month, convertible to full-time permanent role

Interested candidates may whatsapp your resume to 8494 1966 and interview can be arranged immediately. Only shortlisted applicants will be contacted.

Cassie Chan | R2197426

Recruit Now Singapore Pte Ltd | EA No: 21C0845

Company’s Profile:

One of the leading global Financial Providers providing insurance and investment planning and management services, they are now looking for vibrant and passionate individuals that are seeking a career path in the financial industry to join them to gain insights and have hands-on experience with guided mentorship to spearhead their career in this industry!

Fresh graduates with a keen interest to pursue their career in Financial industry are welcome to apply! Mentorship and training will be provided.

Work location: CBD area

Working hours: Monday - Friday, flexible hours (Not required to work on weekends)

Job Responsibilities:

• Provide professional financial advice, supported by fact finding of customer’s financial goals.
• Develop your expertise and personal clientele, leveraging on the company's proven referral system and training that helps you find and secure clients.
• Capitalize on sales opportunities via in-house events, financial reviews for customers and engagement activities.

Requirements:

• Graduated from local school Diploma/A Levels/University Degree
• Keen interest in pursuing sales in the financial industry

Interested candidates may whatsapp your resume to 8494 1966 and interview can be arranged immediately. Only shortlisted applicants will be contacted.

Cassie Chan | R2197426

Recruit Now Singapore Pte Ltd | EA No: 21C0845

Company’s Profile:

One of the leading global Financial Providers providing insurance and investment planning and management services, they are now looking for vibrant and passionate individuals that are seeking a career path in the financial industry to join them to gain insights and have hands-on experience with guided mentorship to spearhead their career in this industry!

Work location: CBD area

Working hours: Monday - Friday, flexible hours, 50 to 60 hours per month (Not required to work on weekends)

Salary: $15/hour

Job Responsibilities:

• Consistent evaluation of current portfolio to suggest relevant upgrades.
• Developing informative recommendations for clients to strategise their current portfolio.
• Learning the financial industry by understanding current economic market trends.
• Providing detailed reviews with new clients to enhance their portfolio coverage.

Requirements:

• Graduated from local school Diploma/A Levels/University Degree
• MUST be able to commit for minimally 1 month, convertible to full-time permanent role
• Keen interest to pursue sales in the financial industry

Interested candidates may whatsapp your resume to 8494 1966 and interview can be arranged immediately. Only shortlisted applicants will be contacted.

Cassie Chan | R2197426

Recruit Now Singapore Pte Ltd | EA No: 21C0845

Company’s Profile:

One of the leading global Financial Providers providing insurance and investment planning and management services, they are now looking for vibrant and passionate individuals that are seeking a career path in the financial industry to join them to gain insights and have hands-on experience with guided mentorship to spearhead their career in this industry!

Fresh graduates with a keen interest to pursue their career in Financial industry are welcome to apply!

Work location: CBD area

Working hours: Monday - Friday, flexible hours (Not required to work on weekends)

Job Responsibilities:

• Consistent evaluation of current portfolio to suggest relevant upgrades.
• Developing informative recommendations for clients to strategise their current portfolio.
• Learning the financial industry by understanding current economic market trends.
• Providing detailed reviews with new clients to enhance their portfolio coverage.

Requirements:

• Graduated from local school Diploma/A Levels/University Degree
• MUST be able to commit for minimally 1 month

Interested candidates may whatsapp your resume to 8494 1966 and interview can be arranged immediately. Only shortlisted applicants will be contacted.

Cassie Chan | R2197426

Recruit Now Singapore Pte Ltd | EA No: 21C0845

Role Description: Sales/Project Specialist

As a Sales & Marketing Specialist, you'll collaborate with internal departments to pitch client accounts, ensuring seamless execution of customer requirements. Working closely with the Director, you'll progress from learning sales pitches to leading individual accounts, fostering a strong sense of teamwork.

Specific Responsibilities:

The role involves active participation in:

• Mastering sales pitching processes and techniques
• Conducting compelling presentations
• Effectively following up with clients and securing their enrollment
• Planning and overseeing project executions

Competencies:

The ideal candidate will demonstrate proficiency in:

• Identifying and targeting the right tier of clients through online platforms
• Exceptional telecommunication skills to convince clients for face-to-face meetings
• Delivering professional presentations to persuade business owners
• Collaborative project planning internally to achieve project goals
• Determining an optimal selling price ensuring a Win-Win situation for clients
• Leadership, both internally and externally, guiding the team towards common project goals
• Executing the sales process in alignment with proposed plans
• Developing business strategies for clients, including food pairing recommendations
• Establishing connections with clients across multiple industries
• Preparing comprehensive post-sales reports

Contact us today to schedule an interview.

Tel: 85887808 / 91895886

Job Type: Full-time

Salary: $2,500.00 - $3,200.00 per month

Location: 3 Ang Mo Kio Street 62, Link@AMK, Singapore 569139. Nearest MRT: Yio Chu Kang MRT

Benefits:

• Cell phone reimbursement
• Professional development opportunities
• Promotion to permanent employee

Schedule: Monday to Friday

Supplemental pay types:

• 13th-month salary
• Commission pay

Experience: Sales: 1 year (Preferred)

Company’s Profile:

One of the leading global Financial Providers providing insurance and investment planning and management services, they are now looking for vibrant and passionate individuals that are seeking a career path in the financial industry to join them to gain insights and have hands-on experience with guided mentorship to spearhead their career in this industry!

Work location: CBD area

Working hours: Monday - Friday, flexible hours, 50 to 60 hours per month (Not required to work on weekends)

Salary: $15/hour

Job Responsibilities:

• Consistent evaluation of current portfolio to suggest relevant upgrades.
• Developing informative recommendations for clients to strategise their current portfolio.
• Learning the financial industry by understanding current economic market trends.
• Providing detailed reviews with new clients to enhance their portfolio coverage.

Requirements:

• Graduated from local school Diploma/A Levels/University Degree
• MUST be able to commit for minimally 1 month, convertible to full-time permanent role

Interested candidates may whatsapp your resume to 8494 1966 and interview can be arranged immediately. Only shortlisted applicants will be contacted.

Cassie Chan | R2197426

Recruit Now Singapore Pte Ltd | EA No: 21C0845

Role Description: Sales/Project Specialist

As a Sales & Marketing Specialist, you'll collaborate with internal departments to pitch client accounts, ensuring seamless execution of customer requirements. Working closely with the Director, you'll progress from learning sales pitches to leading individual accounts, fostering a strong sense of teamwork.

Specific Responsibilities:

The role involves active participation in:

• Mastering sales pitching processes and techniques
• Conducting compelling presentations
• Effectively following up with clients and securing their enrollment
• Planning and overseeing project executions

Competencies:

The ideal candidate will demonstrate proficiency in:

• Identifying and targeting the right tier of clients through online platforms
• Exceptional telecommunication skills to convince clients for face-to-face meetings
• Delivering professional presentations to persuade business owners
• Collaborative project planning internally to achieve project goals
• Determining an optimal selling price ensuring a Win-Win situation for clients
• Leadership, both internally and externally, guiding the team towards common project goals
• Executing the sales process in alignment with proposed plans
• Developing business strategies for clients, including food pairing recommendations
• Establishing connections with clients across multiple industries
• Preparing comprehensive post-sales reports

Contact us today to schedule an interview.

Tel: 85887808 / 91895886

Job Type: Full-time

Salary: $2,500.00 - $3,200.00 per month

Location: 3 Ang Mo Kio Street 62, Link@AMK, Singapore 569139. Nearest MRT: Yio Chu Kang MRT

Benefits:

• Cell phone reimbursement
• Professional development opportunities
• Promotion to permanent employee

Schedule: Monday to Friday

Supplemental pay types:

• 13th-month salary
• Commission pay

Experience: Sales: 1 year (Preferred)

The Fun In You
We welcome like-minded candidate that has fresh ideas and creative content in recreating traditional marketing. You will be engaged with a pool of “solutions first” mindset colleagues with minimum supervision that drives commercial success together as a team.

Come join us in an Eco-System that recreate F&B scene.

Marketing Content & Campaign Conceptualization

● Strategise, plan and craft impactful content across different platforms to meet client’s objectives (including social media (IG/FB/TikTok) posts, eDMs, posters and more)
● Be on the ball with campaign-planning and liaising with KOLs to execute campaigns
● Create relevant and engaging content on websites, blog articles etc.

SEO/SEM

● Involved in SEO/SEM processes to execute SEO strategies
● Perform keyword research and optimisation for clients
● Work with internal department to optimise content, ideation copy and other collaterals

Website Editing

● Work on developing websites on Wix/Shopify
● Experience with increasing organic traffic

Copywriting & Report Writing

● Seeking a creative professional with exceptional copywriting skills to curate engaging content for events/projects. Proficient in report writing to analyze and present outcomes effectively. Join our team if you excel in crafting compelling narratives and evaluating the success of events/projects, contributing to our mission of excellence.

Apply if you are

● A self-starter who displays initiative and readiness when it comes to getting things done
● Creative in curating content/copywriting
● Independent in taking ownership of work
● Collaborative and a team-player
● Excellent communication and presentation skills
● A passion for analysis and working in the F&B industry is a plus

About the Company
The Planner Affairs is a MICE and solutions company, catering to businesses especially in the F&B sector. Our expertise are in planning and executing projects, regardless of the size – from holding exhibitions, to organising roadshows.

We also offer a range of media solutions that are tailored specifically to each company’s needs.

This includes content marketing, campaign planning, liaising with our database of KOLs, email marketing, SEO, SEM and website building to kick start the online presence of F&B brands in Singapore.

Come & join us today!

Contact

Email: [email protected]

Whatsapp: +6585887808

Do drop your resume and we will be happy to chat over Google Meet / Zoom session.

Catch-ya soon

Cheers

The Creative Team

The Planner Affairs Pte Ltd