Financial Advisor

Job Title: Financial Advisor (Insurance)

Location: Singapore
Employment Type: Full-time / Flexible

Role Overview

We are seeking a driven and client-focused Financial Advisor to provide tailored insurance and financial planning solutions. We adopt a consultative, needs-based approach, we do not believe in hard selling. Our focus is on building trust and delivering long-term value to clients.

As an independent financial advisory firm, we are not tied to any single insurer. You will have access to a curated panel of multiple insurers, giving you greater flexibility to recommend solutions that best fit clients needs, compared to being restricted to a single provider.

Key Responsibilities

• Assess clients financial needs, goals, and risk profiles

• Recommend suitable insurance and financial products from a range of insurers

• Develop personalized financial plans and review them regularly

• Acquire new clients through networking, referrals, and outreach

• Build and maintain long-term client relationships based on trust

• Provide ongoing advisory and support, without aggressive sales tactics

• Stay updated on market trends, regulations, and product knowledge

• Ensure compliance with industry and regulatory standards

Why Join Us

• Independent Platform: Access multiple insurers, more flexibility than tied agency models

• Client-First Approach: No hard selling focus on advisory and long-term relationships

• Flexibility: Autonomy in managing your schedule and client strategy

• Growth Opportunities: Structured training, mentorship, and clear progression

• Attractive Compensation: Competitive commission and performance incentives

Requirements

• Strong interpersonal and communication skills

• Self-motivated with a results-driven mindset

• Ability to work independently and manage time effectively

• Relevant certifications (e.g., CMFAS, M5/M9/M9A/HI) preferred or willingness to obtain

• Prior sales or financial advisory experience is an advantage

Ideal Candidate

• Values integrity and long-term client relationships over quick sales

• Comfortable with a consultative, advisory-based approach

• Understands the advantage of offering multi-provider solutions

• Entrepreneurial mindset with strong discipline

• Passion for helping clients achieve financial security

Apply if you want the flexibility to advise with options, not be limited to one, and build a career based on trust, not pressure.