Financial Advisor (Insurance & Wealth Management)

ET MARKETING PTE. LTD.; Singapore; On-site; SGD 40,000 - 80,000; Full time

Benefits offered by this job

Structured training and mentorship programs

Clear career progression pathways

Performance-based income with bonuses

Flexible working hours

Supportive team culture

Job summary

ET MARKETING PTE. LTD. is looking for candidates in Singapore to advise individuals and families on tailored insurance protection and wealth planning solutions. You will develop customized plans for life insurance and health coverage while building long-term client relationships.

The role requires a minimum of an A Level, Local Polytechnic Diploma, or Degree, along with a strong interest in finance and wealth building. The position offers structured training, flexible working hours, and performance-based income with bonuses.

Qualifications

• Must be at least 21 years old and meet MAS regulatory requirements.
• Possess Singaporean or Permanent Resident status for licensing.

Responsibilities

• Advise clients on insurance and wealth planning solutions.
• Develop customized life insurance and health coverage plans.
• Conduct regular client portfolio reviews.
• Identify financial gaps and recommend wealth-building strategies.
• Build and expand a personal client portfolio.
• Cultivate a professional personal brand.
• Embrace coaching and continuous learning.
• Communicate complex financial concepts clearly.

Skills

Strong interest in finance

Self-motivated

Positive attitude

Resilience in a fast-paced environment

Education

A Levels or Local Polytechnic Diploma or Degree

Job description

Job Summary

You will advise individuals and families on insurance protection and wealth planning, delivering tailored solutions for life insurance, health coverage, savings, and investment-linked plans. You will build and sustain long-term client relationships through regular portfolio reviews, identify financial gaps, and recommend effective strategies to grow client wealth and your personal brand.

Responsibilities

• Advise clients on comprehensive insurance and wealth planning solutions to protect assets and support financial growth
• Develop customized plans for life insurance, health coverage, savings, and investment-linked products to meet client needs
• Conduct regular client portfolio reviews to assess evolving financial goals and adjust strategies accordingly
• Identify financial gaps through detailed client assessments and recommend appropriate wealth-building strategies
• Build and expand a personal client portfolio by establishing trust and delivering consistent value
• Cultivate a professional personal brand within the financial services industry to enhance client acquisition and retention
• Demonstrate resilience and adaptability by embracing coaching and continuous learning in a dynamic environment
• Communicate complex financial concepts clearly and persuasively to diverse client profiles

Required competencies and certifications

• Meet minimum MAS regulatory requirements: Age 21 years and above
• Hold minimum educational qualifications: A Levels, Local Polytechnic Diploma, or Degree (any discipline)
• Possess Singaporean or Permanent Resident status as required for licensing

Preferred competencies and qualifications

• Strong interest in finance, wealth building, and personal development
• Self-motivated with a results-driven mindset
• Positive attitude and resilience in a fast-paced, performance-based environment
• Advantage if M5/RES5, M9, M9A & HI cert is valid

Other Information

• Structured training and mentorship programs provided
• Clear career progression pathways available
• Performance-based income with bonuses and incentives
• Flexible working hours offering autonomy
• Supportive team culture fostering professional development