Financial Advisor

Our client is a Financial Advisory firm with one of the oldest insurers in Singapore. They have many openings for the Financial Advisor/Planner position

The position focuses on providing financial planning, investment, and insurance solutions to both individual clients and corporate businesses. It offers a structured corporate track with opportunities to specialize in B2B corporate insurance and employee benefits.

Responsibilities

• Financial Advisory: Understand the short- and long-term financial goals of individual or corporate clients

• Product Matching & Sales: Recommend and sell appropriate investment, insurance, savings, or group employee benefit solutions.

• Relationship Management: Actively build, nurture, and maintain long-term relationships with clients to ensure retention and ongoing service.

• Customer Service: Provide high-quality advisory experiences and excellent ongoing customer support.

Requirements

• Experience: No prior experience is required comprehensive training, mentorship, and closing assistance are provided.

• Regulatory Certifications: Candidates must pass 4 CMFAS exams before officially starting the role:

• RES5 (Rules & Regulations for Financial Advisory Services)

• M9 (Life Insurance & Investment-Linked Policies)

• M9A (Life Insurance Law)

• HI (Health Insurance)

Note: Candidates who already hold these certifications are highly preferred (counted as a bonus).
All papers will be covered

Benefits

• Lead Support: Access to multiple corporate cold-market platforms and lead generation channels, eliminating the need to prospect friends or family.

• Training & Development: Fully sponsored exam costs, structured agency training, and management support to help close early cases.

• Flexibility & Perks: Highly flexible work schedule (work-from-home or office options) and fully paid annual incentive trips to other countries

It's a commission-based role

Please send an updated resume to [Confidential Information] if you are keen to apply for this position

Alfred Lai

EA Reg No: R1545971

EA License No: 21C0434