Financial Consultant (No Exp / Good Benefits / Basic + Comms)

IMPA ADVISORY; Singapore; On-site; SGD 30,000 - 50,000; Full time

Benefits offered by this job

Monthly allowance

Cash incentives

Overseas trip incentives

1 to 1 mentorship

Extensive training provided

Job summary

IMPA ADVISORY is looking for a Financial Planner in Singapore to develop personalized financial advice based on clients' protection needs. You will assist clients with retirement, education, and investment planning while building long-lasting relationships.

We offer extensive training, mentorship, and incentives, with no need to approach friends or family for leads. Requirements include at least 21 years of age and minimum GCE A Level or equivalent qualification.

Qualifications

• Must meet MAS-FAA regulations; minimum 21 years of age required.
• Committed, driven, and eager to succeed.
• No work experience required.

Responsibilities

• Develop individualized financial advice based on clients’ needs.
• Help clients with financial planning for retirement, education, and investments.
• Build long-term and trusted relationships with clients.

Skills

Good interpersonal skills

Communication and Networking Skills

Sales and Marketing Skills

Client Relationship Management

Education

Minimum full certificate in GCE A Level or equivalent

Tools

Certifications in CMFAS

Job description

Roles and Responsibilities

• Develop individualised financial advice based on clients’ financial and protection needs.
• Help clients with financial planning in aspects such as retirement, education and investments.
• Provide clients with recommendations on wealth accumulation in accordance to their goals.
• Build long-term and trusted relationships with clients.
• Keep up to date with market development, investment products and other areas that can affect the market.

What We Offer:

• Different proven platforms to be given to kickstart and advance in your career.
• Not needed to approach own family members or friends to generate leads.
• provide customizable leads platform
• Provide 1 to 1 mentorship.
• Extensive training provided by professional trainers to help you develop your knowledge and soft skills.
• Monthly allowance and other cash incentives.
• Overseas trip incentives.

Eligibility

• Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
• Minimum full certificate in GCE A Level, International Baccalaureate Diploma qualification, diploma awarded by a Polytechnic in Singapore or equivalent (further specific requirements may apply to determine equivalent academic qualifications).
• Good interpersonal skills.
• Committed, driven and eager to succeed.
• No work experience required.

Technical Skills and Competencies You Will Learn

• Insurance and Financial Planning Fundamentals
• Certifications in CMFAS
• Communication and Networking Skills
• Sales and Marketing Skills
• Client Relationship Management