Financial Advisor

INZY; Singapore; On-site; SGD 24,000 - 42,000; Part time

Benefits offered by this job

Health insurance

Flexible schedule

Work from home

Professional development

Job summary

INZY is seeking motivated individuals in Woodlands, Singapore, for a role focused on investment and retirement advisory training with hybrid/WFH options for eligible team members.

You will conduct outbound outreach, convert leads to consultations, and build long-term client relationships while supporting workshops and events. No prior experience required, MAS licensing supported during onboarding.

Qualifications

• Diploma or higher; students welcome to apply.
• Excellent communication and confident phone manner.
• Organised with strong time-management skills.

Responsibilities

• Get trained on investment/retirement planning fundamentals and apply in real client conversations.
• Conduct outbound cold calls and represent us at roadshows to generate new leads.
• Convert leads into scheduled consultations.
• Build and maintain client relationships through regular check-ins and portfolio reviews.
• Coordinate appointments and manage client schedules.
• Handle documentation and administrative tasks accurately.
• Support client workshops, appreciation events, and team activities.

Skills

Cold calling

Lead generation

Client engagement

Time management

Education

Diploma / A-Levels / Degree

Job description

Location:Woodlands | Hybrid/WFH options available for eligible team members

Most people assume financial advisory means one thing: selling insurance to friends and family. That's not how we operate.

At INZY, you'll be trained on investment planning and retirement advisory, not just insurance, and you'll build your client base through a structured cold outreach and roadshow system. That means real exposure to serious conversations: portfolio strategy, retirement planning, wealth structuring - with clients who range from young professionals to doctors, lawyers, and business owners. It's the kind of client exposure most 22-25 year olds never get access to, anywhere.

If you're a student or fresh grad who wants finance experience that's actually transferable - not just insurance sales - this is built for you.

What the role involves

• Get trained on investment and retirement planning fundamentals, and apply them in real client conversations
• Conduct outbound cold calls and represent us at roadshows to generate new leads (or work your personal network, if you prefer - both paths are supported)
• Convert leads into scheduled consultations
• Build and maintain client relationships through regular check-ins and portfolio reviews
• Coordinate appointments and manage client schedules
• Handle documentation and administrative tasks accurately
• Support client workshops, appreciation events, and team activities

Why this beats a typical insurance role

• Cold market, not warm market - we have a proven system for cold calls and roadshows, so you're not stuck cold-selling to family and friends
• Investment exposure, not just insurance - you'll learn portfolio and retirement planning, skills that transfer to any finance career, not just advisory
• Access to high-caliber clients - through our structured approach, junior team members regularly work with professionals and high-net-worth individuals, exposure that's hard to get this early in a finance career
• Genuinely flexible - min. 2 days/week, hybrid/WFH eligible, built around school or other commitments

Compensation

• Commission-based role
• New Agent Support:the company tops up your monthly commission while you get started
• Quarterly performance bonuses and incentives

Licensing & Training

• No prior industry experience required - full training from day one, including cold calling, roadshows, and investment/retirement planning fundamentals
• This role requires MAS licensing (CMFAS exams); we support and guide you through this process
• 1-on-1 mentorship throughout onboarding and beyond

What we're looking for

• Minimally a Diploma, A-Levels, or currently pursuing/completed a Degree
• Friendly and confident engaging with people
• Organised, with good time management

Team & culture

Join a young, driven team with a collaborative, supportive culture. We're growing fast and looking for people who want to grow with us - whether you're just starting out or looking for a fresh direction.

Career growth

Full-time pathways and leadership opportunities for those ready to advance.

Work arrangement

• Part-Time (min. 2 days/week) or Full-Time
• Based in Woodlands, with hybrid/WFH options for eligible team members

Benefits

• Flexible schedule
• Health insurance
• Professional development
• Work from home