Financial Services Consultant

Company Description Income Insurance Limited (Income Insurance) is one of Singapore's leading composite insurers, offering life, health, and general insurance solutions to individuals, families, and businesses. Founded in 1970 to address a social need for accessible insurance, the company continues to prioritize people by supporting protection, savings, and investment goals. Its lifestyle-centric and data-driven approach to insurance and financial planning enables innovative solutions that support better financial well-being. Income Insurance is also committed to responsible business practices, championing environmental initiatives, financial inclusion, youth education, and seniors well-being. More information about the company and its services can be found at www.income.com.sg.

Role Description This is a full-time remote role for a Financial Services Consultant at Income Insurance Limited. The consultant will support clients in assessing their financial needs, recommending appropriate insurance and investment solutions, and developing tailored financial plans. Day-to-day responsibilities include conducting financial analyses, preparing proposals, and explaining product features and benefits in a clear and accessible manner. The role involves regular client interaction via digital channels, follow-ups to review plan performance, and collaboration with internal teams to ensure accurate documentation and regulatory compliance. The consultant is expected to stay current on market trends, company products, and industry regulations to provide informed, ethical, and client-centric advice.

Qualifications

• Candidates should possess strong Analytical Skills to interpret financial data, assess risk profiles, and evaluate product suitability.
• Candidates should possess knowledge in Finance and Financial Services to understand insurance, investments, and holistic financial planning.
• Candidates should possess Consulting skills to identify client needs, provide tailored recommendations, and build long-term advisory relationships.
• Candidates should possess clear and professional Communication skills for engaging clients remotely, explaining complex concepts, and preparing written reports.
• Relevant qualifications such as a diploma or degree in finance, business, economics, or a related field are beneficial; professional certifications in financial planning or insurance advisory are an advantage.
• Familiarity with digital tools, remote collaboration platforms, and customer relationship management (CRM) systems is preferred.
• Demonstrated integrity, client-centric mindset, and ability to work independently in a remote environment are essential.