Financial Consultant

WEALTH COACH LLP; Pasir Panjang; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading financial consultancy seeks a Financial Consultant to join its dynamic team. The role focuses on client management and personalized financial planning, with opportunities for professional growth and high earnings through competitive commissions and incentives. Ideal candidates are motivated individuals, at least 21 years old, and possess relevant academic qualifications. Fresh graduates are encouraged to apply.

Benefits

Competitive monthly allowance

Overseas incentive trips

Networking opportunities

Qualifications

• Candidates must be at least 21 years old per MAS regulatory requirements.
• Suitable for mid-career switch or fresh graduates.
• Must be Singaporean or Singapore PR.

Responsibilities

• Acquire and manage a pool of clients’ insurance portfolios.
• Cultivate long-lasting trustworthy relationships with clients.
• Empower clients through personalized financial planning.

Skills

Communication skills

Leadership skills

Sales skills

Education

Full certificate in GCE 'A' Level

International Baccalaureate Diploma

Diploma from a Polytechnic in Singapore

Job description

LEVEL UP YOUR CAREER: THRIVE AS A FINANCIAL CONSULTANT WITH US!

Join our team of dynamic financial consultants and embark on a rewarding journey towards success. At our company, you'll thrive as part of our winning team. Take the next step in your career today and unlock your full potential with us!

Benefits:

- Competitive monthly allowance of up to $15k including additional incentives

- Elevate your communication and leadership skills

- Dive into the sea of networking opportunities, connecting you with potential leads

- Aspire to be one of our Financial Services Manager

- Enjoy exclusive overseas incentives trips as a high achiever

*Terms & Conditions Apply.

Commissions & Incentives are payable based on individual.

Description:

Join us as a Financial Consultant and be part of a team driven by sales and service excellence. We prioritise our clients' needs above all, engaging in consultative selling to provide comprehensive customised financial solutions with integrity. If you are a competitive individual passionate about standing out to thrive in this dynamic environment, join us in shaping financial futures with unwavering commitment.

About us:

At our company, where service comes first, always. We are not just financial consultants; we’re changemakers. With passion and determination, we’re shaping the industry for the better and making an impact that lasts.

Job Responsibilities:

- Acquire and manage a pool of clients’ insurance portfolios and maximise these opportunities for growth and success

- Cultivate long-lasting trustworthy relationships with clients

- Empower clients to achieve their dreams by guiding them through personalised financial planning

- Offer recommendations on insurance products that align with clients’ financial needs

Job Requirements:

- Candidates must be at least 21 years old as stipulated under MAS regulatory requirements (Notice FAA-N26)

- A full certificate in GCE 'A' Level,

- International Baccalaureate Diploma qualification,

- Diploma awarded by a Polytechnic in Singapore,

- or any other academic qualification which is equivalent to the above qualifications.

- Suitable for people who are looking for a mid-career switch, fresh grads are welcome!

- Must be Singaporean or Singapore PR

Approval code: AT05Apr24TG85

Wealth Coach LLP is a service firm supporting Andrew Ang & Associates, an agency unit of Prudential Assurance Company Singapore.