Financial Advisor Insurance Sales Associate

D L RESOURCES PTE LTD; Singapore; On-site; SGD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive training programs

Industry certifications opportunities

Health and wellness benefits

Job summary

D L RESOURCES PTE LTD in Singapore seeks an experienced financial advisor to deliver personalised financial and insurance advisory for individuals and families. You will prospect clients, recommend suitable products, and conduct portfolio reviews to secure long-term relationships.

The role requires CMFAS certifications or willingness to obtain them, strong knowledge of financial products, and excellent communication. Independent work and teamwork are essential to meet sales targets and growth.

Qualifications

• CMFAS certifications or willingness to obtain them.
• Strong understanding of financial products, investment strategies, and risk management.
• Excellent communication and interpersonal skills.
• Self‑motivated and results‑oriented to help clients succeed financially.
• Ability to work independently and in a team setting.

Responsibilities

• Provide personalised financial and insurance advisory to clients based on their needs and goals.
• Prospect and acquire new clients through networking, referrals, and outreach activities.
• Recommend suitable insurance and investment products (e.g., life, health, savings, ILPs).
• Conduct financial reviews and portfolio planning for individuals and families.
• Build and maintain long‑term client relationships through regular follow‑ups and servicing.
• Support clients with policy applications, claims, and servicing matters.
• Stay updated on market trends, products, and MAS regulations (e.g., CMFAS requirements).
• Achieve sales targets and business growth objectives.

Skills

CMFAS M5

CMFAS M5a

CMFAS M9

CMFAS M9a

CMFAS M8a

CMFAS HI

Financial product knowledge

Communication skills

Self-motivated

Teamwork

Job description

Role Overview: You will provide comprehensive financial advisory services to individuals and families, helping them achieve their financial goals and securing their financial futures.

Responsibilities:

• Provide personalised financial and insurance advisory to clients based on their needs and goals
• Prospect and acquire new clients through networking, referrals, and outreach activities
• Recommend suitable insurance and investment products (e.g., life, health, savings, ILPs)
• Conduct financial reviews and portfolio planning for individuals and families
• Build and maintain long‑term client relationships through regular follow‑ups and servicing
• Support clients with policy applications, claims, and servicing matters
• Stay updated on market trends, products, and MAS regulations (e.g., CMFAS requirements)
• Achieve sales targets and business growth objectives

Requirements:

• CMFAS Certifications (M5, M5(a), M9, M9(a), M8(a), HI etc.) or willingness to obtain them
• Strong understanding of financial products, investment strategies, and risk management.
• Excellent communication and interpersonal skills.
• Self‑motivated and results‑oriented with a passion for helping clients succeed financially.
• Ability to work independently and in a team setting.

Hiring Company's Support Package:

• Comprehensive training programs to support your professional growth.
• Opportunities to obtain industry certifications and further your career in wealth management.
• Health and wellness benefits