Financial Consultant

PARADIGM RECRUITMENT PTE. LTD.; Singapore; On-site; SGD 30,000 - 54,000; Full time

Benefits offered by this job

Lead generation platforms

Fully sponsored exam costs and agency/

Flexible work schedule with work‑from‑

Job summary

PARADIGM RECRUITMENT PTE. LTD. represents a Financial Advisory firm in Singapore seeking a Financial Advisor/Planner to provide financial planning, investment and insurance solutions for individuals and corporate clients.

The role features a structured corporate track with potential specialization in B2B corporate insurance and employee benefits. No prior experience is required as comprehensive training, mentorship and closing assistance are provided; candidates must pass four CMFAS exams (RES5,

Qualifications

• No prior experience required; comprehensive training, mentorship, and closing assistance provided.
• Must pass 4 CMFAS exams before starting: RES5, M9, M9A, HI.

Responsibilities

• Understand the short- and long-term financial goals of individual or corporate clients.
• Recommend and sell investment, insurance, savings, or group employee benefit solutions.
• Actively build, nurture, and maintain long-term client relationships.
• Provide high-quality advisory experiences and ongoing customer support.

Job description

Our client is a Financial Advisory firm with one of the oldest insurers in Singapore. They have many openings for the Financial Advisor/Planner position

The position focuses on providing financial planning, investment, and insurance solutions to both individual clients and corporate businesses. It offers a structured corporate track with opportunities to specialize in B2B corporate insurance and employee benefits.

Responsibilities

• Financial Advisory: Understand the short- and long-term financial goals of individual or corporate clients

• Product Matching & Sales: Recommend and sell appropriate investment, insurance, savings, or group employee benefit solutions.

• Relationship Management: Actively build, nurture, and maintain long‑term relationships with clients to ensure retention and ongoing service.

• Customer Service: Provide high‑quality advisory experiences and excellent ongoing customer support.

Requirements

• Experience: No prior experience is required; comprehensive training, mentorship, and closing assistance are provided.

• Regulatory Certifications: Candidates must pass 4 CMFAS exams before officially starting the role:

• RES5 (Rules & Regulations for Financial Advisory Services)

• M9 (Life Insurance & Investment-Linked Policies)

• M9A (Life Insurance Law)

• HI (Health Insurance)

Note: Candidates who already hold these certifications are highly preferred (counted as a bonus).
All papers will be covered

Benefits

• Lead Support: Access to multiple corporate cold‑market platforms and lead generation channels, eliminating the need to prospect friends or family.

• Training & Development: Fully sponsored exam costs, structured agency training, and management support to help close early cases.

• Flexibility & Perks: Highly flexible work schedule (work‑from‑home or office options) and fully paid annual incentive trips to other countries

It's a commission-based role