Financial Advisor (Insurance) - Flexi Work + Mentoring + Training provided

PHARE VENTURE; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in Singapore is seeking a motivated Financial Advisor. Enjoy a flexible work setting with a 24-month trainee program that includes allowance and commissions. Responsibilities include networking, financial strategy development, and relationship management. Ideal for fresh graduates or those switching careers. Attractive remuneration with performance incentives.

Benefits

24-month Trainee Program with allowance and commissions

Extensive training and mentorship

Flexi-Hybrid work setting

Incentives for top performers

Attractive remuneration package

Qualifications

• Minimum 21 years old.
• Singaporean / Singapore PR preferred.
• Highly motivated.

Responsibilities

• Establish and grow a client base through networking.
• Analyze clients' financial situations to create tailored strategies.
• Present financial summaries and investment reports.
• Maintain strong client relationships through regular reviews.

Skills

Strong interpersonal skills

Client networking

Financial analysis

Education

Polytechnic Diploma, GCE 'A' level Certification or Bachelor's Degree

Job description

Flexi Work Arrangements, Essential Financial Knowledge, Attractive Remuneration

We believe in providing a holistic approach in service to our clients, ensuring their needs are met and satisfied in our care. And we believe that it starts with us!

Join our team as a Financial Advisor and enjoy a flexible work setting, comprehensive training, support structure, together with market leading remuneration. This role is ideal for both fresh graduates and those seeking a mid-career switch. Connect with us and embark on a rewarding career in financial advisory

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a robust client base through effective networking and prospecting strategies.
• Financial Strategy Development: Analyze clients' financial situations and goals to create tailored financial strategies.
• Insurance and Financial Advisory: Provide comprehensive advisory on insurance and financial planning, covering areas such as retirement, education, and investments, supported by our extensive product suite.
• Financial Analysis: Presenting detailed financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.

Benefits & Rewards:

• 24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career.
• Extensive Training and Support Structure: Regular workshops, training & sharing sessions within the agency and individual mentorship ensuring support along the way.
• Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible work arrangements.
• Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers & fun team-bonding events.
• Market-leading Remuneration Structure: Market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
• Highly motivated with strong interpersonal skills

Apply now to find out more!