Financial Advisor (Free Warm Leads Provided)

DLXSG VENTURES; Singapore; On-site; SGD 40,000 - 70,000; Full time

Benefits offered by this job

Free warm leads every month

Independent advice

Structured training

Clear career path

Flexible hours

Job summary

DLXSG VENTURES in Singapore is a MAS-licensed independent Financial Advisory firm seeking new advisers to start their financial advisory career. With 300+ advisers, the firm provides warm leads and flexible hours to help you grow.

You will meet the consented warm leads, conduct needs-based reviews, recommend suitable solutions, and build your client base with mentorship and a clear career path in a supportive environment.

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 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.

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