Financial Consultant

PLACEMENT PROFESSIONALS; Singapore; On-site; SGD 167,400; Full time

Benefits offered by this job

Competitive monthly allowance

Leadership development opportunities

Networking opportunities

Overseas incentives trips

Job summary

A financial advisory firm in Singapore seeks a Financial Consultant focused on acquiring clients and managing insurance portfolios. Successful candidates will build lasting relationships and guide clients through personalized financial planning. The role suits fresh graduates, career switchers, and existing insurance agents looking for better support and career progression. Attractive commission structure with opportunities for skill development and exclusive incentives offered.

Qualifications

• Ideal for fresh graduates or career switchers.
• Sales experience in adjacent industries is preferred.
• Existing insurance agents are welcome.

Responsibilities

• Acquire and manage a pool of clients’ insurance portfolios.
• Cultivate long-lasting relationships with clients.
• Guide clients through personalized financial planning.
• Offer recommendations on suitable insurance products.

Job description

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456) on

WhatsApp

[phone]

or email

[e-mail]

I also concurrently carry several roles with other Financial Advisories and Wealth Management (FA) firms with more Junior and Senior variants. Please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings.

Overview

We are looking for a new Financial Consultant to be part of a team driven by sales and service excellence.

Key Responsibilities

• Acquire and manage a pool of clients’ insurance portfolios and maximise these opportunities for growth and success
• Cultivate long-lasting trustworthy relationships with clients
• Empower clients to achieve their dreams by guiding them through personalised financial planning
• Offer recommendations on insurance products that align with clients’ financial needs

Benefits

• Competitive monthly allowance of up to $15k + additional incentives.
• Elevate your communication and leadership skills
• Numerous networking opportunities to connect you with potential leads
• Aspire to be one of our Financial Services Manager
• Enjoy exclusive overseas incentives trips as a high achiever

This position is suitable for

• Fresh Graduates(Just graduated or graduating Apr–Jun 2026)
• Career Switchers / PMETs
• Executives & Professionals from adjacent industries(Sales, Marketing, Events, Client Servicing)
• Existing insurance or investment agents seeking better systems, support, and career progression