Financial Consultant

INSING ASSURANCE AGENCY PRIVATE LIMITED; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services company in Singapore is looking for dynamic individuals to join their team. The role focuses on building relationships with clients and providing tailored financial solutions. Ideal candidates will demonstrate a genuine desire to help others, possess strong communication skills, and have a commitment to excellence in their work. This position offers the opportunity to make a meaningful difference in clients' lives.

Qualifications

• A heart to serve and a genuine desire to help others.
• Good interpersonal and communication skills or willingness to improve.
• Commitment to excellence in various tasks.

Responsibilities

• Build and maintain strong relationships with clients and partners.
• Provide tailored financial solutions based on clients' needs.
• Ensure consistent follow-up and long-term client support.
• Stay informed on financial products and market trends.

Skills

Relationship building

Customer service orientation

Initiative

Responsibility

Communication skills

Humility to learn

Job description

If you’re seeking a career that allows you to make a tangible difference- where your work can bless others and bring fulfillment to yourself- we’d love to have a conversation.

We believe that our work goes beyond numbers. It’s about people and the relationships we build. This has guided our team for years, and we’re always looking for individuals who share this same spirit.

We are seeking dynamic and motivated individuals to join our expanding partner team in Prudential Singapore.

Skills and Qualities We Value

• Willingness to build relationships at work
• A heart to serve and a genuine desire to help others
• Initiative, responsibility, and self-discipline in managing one’s work
• Humility to learn and the perseverance to grow
• A sense of purpose and gratitude in one’s career journey
• A commitment to excellence — doing all things with care and diligence
• Good interpersonal and communication skills or willingness to work on these

Responsibilities

• Build and maintain strong relationships with clients and partners
• Assess clients’ financial situations and provide tailored solutions in areas such as protection, wealth accumulation, and retirement planning (Both individual and corporate clients)
• Stay informed of financial products, market trends, and regulatory developments
• Take ownership of client servicing, ensuring consistent follow-up and long‑term support
• Participate actively in training, team meetings, and development workshops
• Collaborate with colleagues to achieve both individual and team performance goals