Financial Consultant / Insurance Agent /Investment Sales
$2000-3000
To apply or find out more, pleasecontact
Leong Jia Wei
(Reg No: R25157456) on
WhatsApp
+65 80358497
or email
I also carry more Junior and Seniorvariants of this role please browse our Company Page to find out more.
(Entry-Mid Level | Fresh Graduates,Career Switchers, Sales Professionals)
NB. This role is a Commission-based role the Salary Range I included is an average approximate based on past teammates earnings.
Overview
We are hiring driven individuals to joinour Independent Financial Advisory (IFA) practice as FinancialConsultants / Insurance Agents / Investment Sales Professionals.
This role focuses on delivering holistic financial planning acrossprotection, wealth accumulation, investments, and retirement planning forindividual and corporate clients.
This position is suitable for:
- Fresh Graduates (Just graduated or graduating Apr-Jun 2026)
- Career Switchers / PMETs
- Executives & Professionals from adjacent industries (Sales, Marketing, Events, Client Servicing)
- Existing insurance or investment agents seeking better systems, support, and career progression
Key Responsibilities
- Conduct fact-finding to understand clients financial goals, risk appetite, and cash flow
- Recommend suitable solutions across:
- Insurance & Protection Planning
- Investment & Wealth Accumulation
- Retirement & Legacy Planning
- Corporate & Treasury Solutions (where applicable)
- Build long-term client relationships through regular reviews and portfolio updates
- Maintain proper documentation and adhere strictly to compliance and governance standards
- Participate in structured training, accountability sessions, and advisory workshops
What We Are Looking For
- Strong communication and interpersonal skills
- Sales-minded with a focus on sustainable, long-term profitability
- Self-motivated, disciplined, and determined
- Comfortable working with both warm markets and cold markets
- Ethical mindset with strong compliance awareness
Training & Support
- 7-days Structured Onboarding Training
- First licensing exam fully reimbursed
- Training workshops and systems such as Advisor Cards system provided
- Telemarketing & recruitment scripts support
- Dedicated leadership support - resources are channelled to advisors who need help and are serious about growth
Remuneration & Benefits
- Monthly Support Allowance: $3,000 for up to 12 months
- Increase in 2 to 3X for income compensation for existing financial agents
- Reimbursement for exams
- Free laptop provided
- Up to 30 days Leave System
- Performance-based commissions & bonuses
- Open advertisement leads provided
