Branch Financial Advisor - Insurance & Investments SG

PARADIGM RECRUITMENT PTE. LTD.; Singapore; On-site; SGD 42,000 - 70,000; Full time

Job summary

Paradigm Recruitment Pte. Ltd. represents a leading insurer in Singapore seeking a Client Advisor to serve customers across island-wide outlets.

You will conduct financial needs analyses, propose tailored insurance and investment solutions, and manage relationships to foster long-term client loyalty. You will work in a full-time, permanent corporate sales environment with performance-based incentives, leveraging internal leads and cross-team referrals to hit targets while maintaining accurate

Qualifications

• Must have a Full GCE A-Level certificate, Polytechnic Diploma, or University Degree.
• No prior insurance experience required; open to career switchers to banking and finance sales.
• Strong interpersonal and communication skills with genuine client advisory passion.
• CMFAS certifications (M5, M9, M9A, HI, BCP, PGI) are highly preferred; company sponsors trainings if missing.

Responsibilities

• Conduct financial needs analysis and map out insurance and investment solutions.
• Build and nurture relationships with clients to ensure retention and growth.
• Manage leads from internal database and set up appointments.
• Collaborate with branch staff to convert walk-in referrals.
• Engage clients through branch events, reviews, and outreach activities.
• Maintain detailed client records and process applications accurately.

Skills

Interpersonal skills

Communication skills

Empathy

Problem solving

Education

Full GCE A-Level

Polytechnic Diploma

University degree

Tools

CMFAS M5

CMFAS M9

CMFAS M9A

CMFAS HI

CMFAS BCP

CMFAS PGI

Job description

Paradigm Recruitment Pte. Ltd. represents a leading insurer in Singapore seeking a Client Advisor to serve customers across island-wide outlets.

You will conduct financial needs analyses, propose tailored insurance and investment solutions, and manage relationships to foster long-term client loyalty. You will work in a full-time, permanent corporate sales environment with performance-based incentives, leveraging internal leads and cross-team referrals to hit targets while maintaining accurate