Financial Advisor Trainee – Warm Leads & Growth

DLXSG VENTURES; Singapore; On-site; SGD 48,000 - 78,000; Full time

Benefits offered by this job

Free warm leads

Structured training

Career path to management

Job summary

DLXSG Ventures in Singapore invites you to start a career in financial advisory with a major insurer. You’ll be pairing with warm, consented leads and undergo structured training, licensing support, and mentorship from experienced leaders as you build a client base.

You'll conduct needs-based reviews across protection, retirement, investment, and education planning while recommending suitable solutions from a broad product panel. Career progression to management is available.

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

Needs-based selling

Job description

DLXSG Ventures in Singapore invites you to start a career in financial advisory with a major insurer. You’ll be pairing with warm, consented leads and undergo structured training, licensing support, and mentorship from experienced leaders as you build a client base.

You'll conduct needs-based reviews across protection, retirement, investment, and education planning while recommending suitable solutions from a broad product panel. Career progression to management is available.