Job Description

Company Description Vision Financial Group is a dynamic team of financial consultants focused on helping clients achieve healthier, longer, and better lives through personalized investment and protection solutions. Guided by a strong client-centric approach, the firm designs tailored financial plans that address individual needs and long-term goals. The team is mentored by founder and CEO K. Venka, who brings over 30 years of experience and proven expertise in the fast-paced financial services sector. This leadership provides structured training, ongoing professional development, and a supportive environment for growth. Vision Financial Group offers an opportunity to build a meaningful career while positively impacting clients financial well-being.

Role Description The Sales Associate is a full-time, on-site role based in Singapore. This role involves engaging with prospective and existing clients to understand their financial objectives, presenting suitable investment and protection solutions, and supporting them throughout the decision-making process. Day-to-day responsibilities include conducting client meetings, preparing proposals, following up on leads, and maintaining accurate records in the CRM system. The Sales Associate will collaborate with financial consultants to support sales campaigns, attend training sessions, and stay updated on product offerings and market trends. The role also includes meeting sales targets, ensuring high standards of client service, and representing the company professionally at events and outreach activities.

Qualifications

Strong client relationship skills, including active listening, clear communication, and a professional, service-oriented mindset.
Sales and negotiation capabilities, with the ability to manage leads, present solutions confidently, and work toward defined targets.
Basic financial literacy and interest in investment and protection products; prior exposure to financial services is beneficial.
Organizational and time-management skills to handle multiple client engagements, follow-ups, and documentation efficiently.
Comfort working in an on-site, team-based environment in Singapore, with a collaborative approach and willingness to learn.
Proficiency with common office software and CRM or sales tracking tools.
Diploma or degree in Business, Finance, Marketing, or a related field preferred; equivalent experience in sales or customer-facing roles will be considered.
Ability to communicate effectively in English; additional language skills are an advantage for engaging a diverse client base.