Financial Services Consultant

Financial Consultant

We invite driven and purpose-led individuals to build a meaningful career as a Financial Consultant. This is an opportunity to grow a sustainable business, make a real difference in clients lives, and be part of a winning team culture.

Role Overview

You will provide holistic financial planning services to individuals, families, and business owners. Your role is to understand clients financial goals, identify protection and wealth gaps, and recommend suitable solutions - including protection, savings, investment, and estate planning products. This is a salaried position with commissions offered and you will be guided by a supervisor with a structured on-the-job training plan.

Key Responsibilities

• Conduct thorough Financial Needs Analysis (FNA) to understand clients current financial position and long-term goals
• Develop and present personalised financial plans and product recommendations
• Build and maintain a loyal client base through proactive relationship management and regular Annual Client Reviews (ACR)
• Identify and approach prospective clients through referrals, networking, and community engagement
• Stay current with product offerings, industry regulations, and compliance requirements
• Achieve monthly and quarterly sales targets (tracked via BSC scorecard)
• Participate actively in agency training sessions, product workshops, and team events
• Maintain accurate records of client interactions and activities
• Uphold the highest standards of professional ethics and client confidentiality

Qualifications & Requirements

• Minimum Diploma or Degree holders due to regulatory requirements
• No prior financial services experience required - comprehensive training provided
• Strong desire to help clients achieve financial security and peace of mind
• Self-motivated, goal-oriented, and resilient with an entrepreneurial mindset
• Excellent communication and active listening skills
• Willingness to obtain MAS-required licences (M9, M9A, HI, M5 - training and exam support provided)
• Prior experience in sales, relationship management, or client-facing roles is advantageous

What We Offer

• Structured onboarding programme with mentorship from experienced managers
• Access to full suite of award-winning financial products - including protection, investment-linked, and legacy/estate planning solutions
• Competitive commission structure with bonuses, allowances, and incentive trips
• Recognition through agency awards and industry accolades
• Clear career progression pathway from Consultant to Unit Manager and beyond
• Collaborative team culture with regular training, coaching, and leadership development
• Flexible, autonomous working style with full back-office and compliance support

Career Path: Financial Consultant → Senior Consultant → Unit Manager → Agency Manager

Training Support: Pre-licensing preparation, onboarding bootcamp, product training, and ongoing coaching by agency leadership

Ideal For: Graduates, career switchers, and professionals seeking purpose-driven, performance-rewarded work