Financial Advisor - Warm Leads, Training & Growth Path

DLXSG VENTURES; Singapore; On-site; SGD 33,000 - 67,000; Full time

Benefits offered by this job

Free warm leads

Structured training

Licensing support

Mentorship

Career path to management

Job summary

DLXSG VENTURES in Singapore is hiring an aspiring financial adviser to meet warm leads and conduct needs-based financial reviews. You will discuss protection, retirement, investment, and education planning, then tailor solutions from a broad product panel.

The role offers structured training, licensing support, and a clear path to growth. Fresh graduates and career switchers are welcome, with ongoing mentorship from experienced leaders and a focus on building your own client base in a supportive

Qualifications

• Excellent verbal and written communication abilities.
• Genuine interest in helping clients with their finances.

Responsibilities

• Contact and meet warm leads assigned to you.
• Conduct 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

People-oriented

Job description

DLXSG VENTURES in Singapore is hiring an aspiring financial adviser to meet warm leads and conduct needs-based financial reviews. You will discuss protection, retirement, investment, and education planning, then tailor solutions from a broad product panel.

The role offers structured training, licensing support, and a clear path to growth. Fresh graduates and career switchers are welcome, with ongoing mentorship from experienced leaders and a focus on building your own client base in a supportive