Client Advisor (Direct Career Path to Management)

DLXSG VENTURES; Singapore; On-site; SGD 45,000 - 89,000; Full time

Job summary

DLXSG VENTURES in Singapore is seeking financial advisers to start a growing career with a major insurer. You will work with consenting prospects and receive warm leads from day one, avoiding reliance on personal networks.

The role includes structured training, licensing support, and hands-on mentorship, with a clear path to management as you build your client base through needs-based financial reviews.

Qualifications

• Good communication skills and a genuine interest in helping people with their finances.
• Career switchers and fresh graduates welcome.

Responsibilities

• Contact and meet the warm leads assigned to you.
• Run needs-based financial reviews covering protection, retirement, investment and education planning.
• Recommend suitable solutions from a wide product panel.
• Build and serve your own client base.

Skills

Communication skills

Job description

Start your financial advisory career with a major Insurer in Singapore. Most new advisers quit within their first year for one reason: they run out of people to talk to. We solve that from day one, we go one further and push you to growth in your career!

Why join us

Free warm leads every month. Consented, verified prospects who have agreed to be contacted for a financial review. You won't have to rely on your friends and family.

Structured training. Exam preparation and licensing support, product and needs-based selling training, and hands-on mentorship from experienced leaders.

Clear career path. Progress on career path to management.

What you'll do

• Contact and meet the warm leads assigned to you
• Run needs-based financial reviews covering protection, retirement, investment and education planning
• Recommend suitable solutions from a wide product panel
• Build and serve your own client base

Requirements

Good communication skills and a genuine interest in helping people with their finances

Career switchers and fresh graduates welcome