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Financial Consultant (WFH, Base Pay + Free Warm Leads Provided)

Financial Consultant (WFH, Base Pay + Free Warm Leads Provided)

dlxsg ventures
Fresher
SGD 3,000 - 7,500 per month
Early Applicant
  • Posted 2 days ago
  • Be among the first 10 applicants

Job Description

Start your financial advisory career with a MAS-licensed independent Financial Advisory firm of 300+ advisers, where almost half qualify for MDRT and above.

Most new advisers quit within their first year for one reason: they run out of people to talk to. We solve that from day one. There are also base-pay packages on offer.

Why join us

  • Free warm leads every month. Consented, verified prospects who have agreed to be contacted for a financial review. You won't have to rely on your friends and family.
  • Independent advice. As an FA representative you can recommend from many insurers and fund houses, not one company's products. You build your practice around the client's needs, not a sales quota for a single brand.
  • Structured training. Exam preparation and licensing support, product and needs-based selling training, and hands-on mentorship from experienced leaders.
  • Clear career path. Progress from adviser to team leader at your own pace.
  • Flexible hours. Your income grows with your effort.

What you'll do

  • Contact and meet the warm leads assigned to you
  • Run needs-based financial reviews covering protection, retirement, investment and education planning
  • Recommend suitable solutions from a wide product panel
  • Build and serve your own client base

Requirements

  • Good communication skills and a genuine interest in helping people with their finances
  • Career switchers and fresh graduates welcome

More Info

Job Type:
Industry:
Employment Type:

Key Skills

Brand Solutions

Existing Client Base

Proactive Communication

Financial and Investment Planning

Following up leads

Team-oriented

About Company

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