Client Advisor (WFH, Base Pay + Free Warm Leads Provided)

DLXSG VENTURES; Singapore; Remote; SGD 40,000 - 80,000; Full time

Benefits offered by this job

Free warm leads

Structured training

Clear career path

Flexible hours

Job summary

DLXSG VENTURES in Singapore is expanding its financial advisory team. You will engage with consented warm leads and conduct needs-based reviews across protection, retirement, investment, and education planning. The role rewards effort with base-pay packages and the opportunity to build your own client base.

We welcome career switchers and fresh graduates who are motivated to help clients achieve their financial goals. Flexible hours are offered as you grow your advisory practice.

Qualifications

• Good communication skills and a genuine interest in helping people with their finances.
• Fresh graduates and career switchers 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

Customer service

Interpersonal skills

Job description

Start your financial advisory career with a MAS-licensed independent Financial Advisory firm of 300+ advisers, where almost half qualify for MDRT and above. 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. There are also base-pay packages on offer.

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.

Independent advice. As an FA representative you can recommend from many insurers and fund houses, not one company's products. You build your practice around the client's needs, not a sales quota for a single brand.

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

Clear career path. Progress from adviser to team leader at your own pace.

Flexible hours. Your income grows with your effort.

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