Job description:

Looking for a flexible career with strong earning potential, professional growth, and the opportunity to make a meaningful impact on clients financial well-being

We're expanding our team and looking for driven, motivated and disciplined individuals who are ready to build a rewarding career in financial services.

Whether you're a fresh graduate, university student, career switcher, freelancer, returning to the workforce, stay-at-home parent, or an experienced professional, we'd love to hear from you.

No prior experience in financial services No problem. Comprehensive training, structured onboarding, one-to-one mentorship and ongoing coaching will be provided to help you develop the knowledge, skills and confidence needed to succeed.

What You Can Expect

Flexible working arrangements to accommodate your commitments
Work-from-home / hybrid opportunities, where applicable
Opportunity to build your income through a performance-based earning structure
Comprehensive structured training programme
One-to-one mentorship and coaching from experienced consultants
Sponsorship and support for required industry licensing examinations, subject to eligibility
Professional development and industry-recognised certifications
Supportive and collaborative team environment
Clear career progression into specialist, leadership and management roles
Performance-based incentives and bonuses

Career Packages & Benefits

Monthly sales allowance of up to S$5,000. for eligible programmes
Sign-on package of up to S$2,000. for eligible programmes
Competitive commission structure
Completion bonus for eligible trainees.
Ongoing performance incentives and rewards

.Terms and conditions apply. Eligibility and programme requirements apply.

Key Responsibilities

As a Financial Consultant, you will work closely with clients to understand their financial goals and provide suitable financial planning solutions.

Your responsibilities may include:

Building and maintaining long-term client relationships
Understanding clients financial goals, needs and priorities
Conducting financial needs and risk profile assessments
Recommending suitable financial solutions based on clients individual circumstances
Supporting clients with wealth accumulation, financial protection, retirement, education and legacy planning
Preparing and reviewing clients financial plans
Providing ongoing client servicing and relationship management
Continuously developing your financial knowledge and advisory skills through training and coaching
Working with business owners to identify and manage corporate financial risks, where applicable

Who We're Looking For

You don't need prior experience in finance to apply.

We welcome applicants who are:

Fresh graduates
University or college students
Career switchers
Freelancers looking for flexible career opportunities
Stay-at-home parents or individuals returning to the workforce
Experienced professionals looking for a new career direction

Requirements

Minimum qualification of:
Local Diploma
Diploma (minimum 2.5 years or 900 learning hours)
GCE A-Level
Bachelor's Degree or above
No prior financial services experience required
Sales, customer service or client-facing experience is an advantage but not essential
Strong communication and interpersonal skills
Self-motivated, responsible and goal-oriented
Willingness to learn and develop professionally
Entrepreneurial and growth mindset

Training & Career Development

Starting a career in financial services can feel challenging, especially if you don't have previous industry experience.

That's why you'll receive structured training, one-to-one mentorship and ongoing support throughout your development.

You will have the opportunity to:

Build your knowledge of financial planning and advisory
Receive guidance from experienced consultants
Prepare for relevant industry licensing examinations
Develop client relationship and communication skills
Progress towards specialist, leadership and management opportunities

About Our Client - HSBC Life

Our client, HSBC, is one of the world's leading international banking and financial services organisations, with more than 150 years of history serving customers across global markets.

Through its financial services and wealth solutions, HSBC supports individuals and families in working towards their financial goals.

We are looking for motivated individuals to join the growing sales acquisition team and develop a long-term career in financial services.

Not Sure If This Role Is Right for You

It's completely normal to have questions before making a career move.

If you're unsure about the role, earning structure, training programme, licensing requirements or career pathway, we're happy to arrange a short, no-obligation conversation with our recruitment team.

We'll walk you through the opportunity and answer your questions so you can make an informed decision about whether this career is right for you.

Apply today to start your journey with us.

Benefits

Flexible schedule
Professional development
Work-from-home / hybrid opportunities, where applicable
Structured training and onboarding
One-to-one mentorship
Industry licensing examination sponsorship, subject to eligibility
Performance incentives
Career progression opportunities

HSBC Life Financial Planner / Financial Consultant (Flexible hours, Hybrid, Training Provided)