Client Outreach Associate

ELEVATE; Singapore; On-site; SGD 14,000 - 21,000; Part time

Benefits offered by this job

Probationary rate

Post-probation rate

Incentives

Job summary

CO Wealth Advisory, a financial advisory team under AIA Financial Advisers, seeks a Client Outreach Associate. This flexible part-time role is ideal for students and fresh graduates, with no prior experience required and full training provided.

You will make outbound calls to prospective clients, engage prospects professionally, generate leads, arrange appointments, and follow up. You’ll maintain records, work toward targets, and gain exposure to the financial services industry.

Qualifications

• No prior experience required; training and scripts provided.

Responsibilities

• Make outbound calls to prospective clients.
• Engage prospects in professional conversations.
• Generate leads and arrange appointments for consultants.
• Follow up with interested prospects.
• Maintain accurate records of calls, leads and appointments.
• Work towards individual and team targets.

Skills

Outbound calling

Communication

Lead generation

Job description

Client Outreach Associate

We are looking for driven, motivated and confident individuals to join our team as Client Outreach Associates.

This opportunity is suitable for students, fresh graduates or anyone looking for flexible part‑time work while developing practical communication and client engagement skills.

No prior experience is required. Training, call scripts and guidance will be provided.

What You’ll Be Doing

• Make outbound calls to prospective clients

• Engage prospects in friendly and professional conversations

• Generate leads and arrange appointments for our consultants

• Follow up with interested prospects

• Maintain accurate records of calls, leads and appointments

• Work towards individual and team targets

What We Offer

• Probationary rate: $10 per hour

• After probation: $12–$15 per hour

• Additional performance incentives and commission

• Flexible part‑time working arrangements

• Training and call scripts provided

• Guidance and support from the team

• Exposure to the financial services industry

• Opportunity to develop communication, persuasion and client engagement skills

Who We’re Looking For

• Confident and comfortable speaking with different people

• Driven, motivated and goal-oriented

• Clear and professional communication skills

• Resilient and able to handle rejection positively

• Responsible, punctual and committed

• Willing to learn and improve

• Able to work independently and contribute towards team targets

• Students and fresh graduates are welcome to apply

About the Team

You will be joining CO Wealth Advisory, a financial advisory team under AIA Financial Advisers.

As a Client Outreach Associate, your main responsibility will be to engage prospective clients, generate interest and arrange appointments for our consultants. You will not be required to provide financial advice.