Financial Consultant

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456) on

WhatsApp

+65 80358497

or email

[Confidential Information]

I also carry more Junior and Seniorvariants of this role please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

(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 join our Financial Advisory (FA) practice as Financial Consultants / Insurance Agents / Investment Sales Professionals.
This role focuses on delivering holistic financial planning acrossprotection, wealth accumulation, investments, and retirement planning forindividual and corporate clients.
Applicants must possess CMFAS M5, M9, and HI certifications.

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

• Build and maintain clientele database

• Establish Clients financial objectives through Fact Find

• Analyse Clients data and determine suitable strategies to meet clients financial objectives

• Establish and maintain a long-term relationship with clients through periodic follow-up and reviews

• Adherence to a tight compliance regime in order to provide sound financial advice to clients