Financial Consultant

JACQUELINE AW & ASSOCIATES PTE. LTD.; Singapore; On-site; SGD 33,000 - 67,000; Full time

Benefits offered by this job

2 incentive trips per year

Attractive Bonus and Career Path

Job summary

JACQUELINE AW & ASSOCIATES PTE. LTD. seeks energetic financial consultants in Singapore to educate clients on existing policies and tailor financial solutions that fit individual goals.

You will build relationships, review risk coverage, and guide clients through decision-making with a client-centric approach. Join a team that supports career growth with structured onboarding, incentives, and a clear path to progress in a dynamic advisory environment.

Qualifications

• At least 21 years old.
• Singaporean or PR status required.
• Full certification in Polytechnic Diploma or Degree holders.

Responsibilities

• Review and educate clients on existing policies and understand their situation.
• Provide personalized solutions to meet clients' goals and secure their financial future.

Education

Polytechnic Diploma

Degree

Job description

Job Description:

• Financial consultants have a meaningful impact on people's lives. We take pride in our customer-centric approach, offering tailored solutions to help individuals achieve their financial goals at every stage to secure their future and build a strong financial foundation.
• Our job scope is to review and educate clients of their existing policy and understand their situation and needs and provide them with personalized solutions to meet their goals.

Our Support:

• We provide a wide range of products from multiple insurers and investment platforms and digitize processes to enable you to deliver a better services and seamless experiences to your customers.
• We believe that a strong start can make all the difference in shaping a successful and sustainable financial advisory career. Byhelping our new representatives take their first steps with confidence, develop the right habits, and build early momentum
• Designed programmedto equip our new representatives with the support, opportunities, and practical experience they need to accelerate their journey from day one to help new representatives kickstart their prospecting activities, gain confidence in engaging prospects, and develop hands-on experience in managing a healthy sales pipeline.
• By providing structured support at the beginning of their careers, we aim to empower new representatives to build momentum early and establish strong foundations for long-term success.

Remuneration:

• $3,000 - $6,000 per monthly
• Opportunity to 2 incentive trip each year.
• Attractive Bonus and Career Path

Requirement:

At least 21 years old

Singapore and PR

Full certification in Polytechnic Diploma/Degree holders