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TPL Advisory, a financial advisory firm, is seeking driven, people-friendly individuals to grow with us, whether you’re just starting out or seeking a change. This is a commission-based business development role focused on creating and growing new client opportunities.
You will build your own client network, assess needs, and present suitable financial solutions across protection, investment and estate planning while eventually expanding into new markets and building a team.
Your next career move doesn’t have to be boring.
What if your income grew with your effort, not your years of service? TPL Advisory is a financial advisory firm looking for driven, people-friendly individuals to grow with us, whether you’re just starting out or ready for a change.
Life in Our Team
A supportive team of experienced advisors and new starters, learning together
Mentors who guide you from day one
Team activities: weekly sharing sessions, team lunches, celebrations
The Role
This is a commission-based business development role in financial advisory. Your focus is to create and grow new business opportunities by building your own client network, meeting new prospects and turning conversations into long-term client relationships.
You will understand each client’s needs and recommend suitable financial solutions, covering protection (life and general insurance), investment and estate planning. As you grow, you can expand into new markets and build a team of your own.
What You’ll Get
Uncapped commission and performance incentives
Full training and mentoring in sales, client relationships, financial planning, and communication and presentation skills
Registration support: we guide you through the required exams and agent registration
Flexible & Hybrid Working Environment: manage your schedule with greater flexibility while working towards clear business goals and performance standards.
Recognition: bonuses, awards and incentive trips
What You’ll Do
Find and develop new business opportunities through networking, referrals and events
Meet prospects, understand their financial needs and present suitable solutions
Build and maintain long-term client relationships
Expand into new markets and customer groups
Work towards individual and team business targets
Who We’re Looking For
Diploma or degree preferred; fresh graduates and career switchers welcome
Sales, banking, property or retail experience is an advantage
Good communication skills, self-driven, and eager to learn
Willing to complete the required exams
No prior insurance or financial planning experience required
Income and benefits are subject to programme terms, eligibility and meeting monthly targets. This is an agency position; commission and earnings depend on your results.
Your application will include the following questions: