Financial Representative

Prudential Assurance Company Singapore; Singapore; Hybrid; SGD 48,000 - 72,000; Full time

Job summary

Prudential Assurance Company Singapore seeks a Financial Representative to deliver holistic financial advice to individuals and corporate clients, in a hybrid work setup in Singapore. You will assess client needs, recommend insurance and investment solutions, and support long-term retirement planning, while meeting clients, conducting reviews, and presenting tailored proposals.

The role requires staying current with product offerings and regulatory requirements, and involvement in training,

Qualifications

• Strong financial planning and retirement planning skills for long-term client strategies.
• Solid insurance knowledge to advise on protection and coverage.
• Finance and investments understanding to explain linked products.
• Excellent interpersonal and client relationship abilities.
• Relevant finance-related degree and ability to meet regulatory licensing in Singapore.
• Integrity, professionalism, and customer-centric mindset.
• Comfort with digital tools for remote consultations and documentation.

Responsibilities

• Meet clients to assess needs and present tailored financial solutions.
• Conduct financial reviews and prepare tailored proposals.
• Assist clients with policy applications, changes, and claims queries.
• Stay updated on Prudential products, market developments, and regulations.
• Participate in training, sales campaigns, and networking to grow client base.

Skills

Financial Planning

Retirement Planning

Insurance Knowledge

Finance & Investments

Interpersonal Skills

Client Relationship Management

Regulatory Compliance

Digital Tools

Self-motivation & Goals

Education

Finance / Business / Economics degree

Job description

Company Description Prudential Assurance Company Singapore, an indirect wholly-owned subsidiary of Prudential plc, is one of Singapore’s leading life and health insurers, with S$66.3 billion in assets under management as at 31 December 2025. Recognized for its financial strength with an ‘AA’ rating from Standard & Poor’s, the company provides protection, savings, and investment-linked solutions to individuals and businesses. Prudential serves more than one million customers through a network of 5,400 financial representatives, its tied agency, Prudential Financial Advisers Singapore, and bank partners. Corporate and SME clients benefit from specialized enterprise solutions, while high net worth customers receive dedicated advice through Opus by Prudential. Over 1,200 employees are committed to creating strong customer experiences and fulfilling the purpose of being partners for every life and protectors for every future.

Role Description This full-time Financial Representative role is based in Singapore and offered on a hybrid work arrangement, combining in-office collaboration with some work-from-home flexibility. The Financial Representative will provide holistic financial advice to individual and corporate clients, including assessing needs, recommending suitable insurance and investment solutions, and supporting long-term financial and retirement planning. Day-to-day responsibilities include meeting clients, conducting financial reviews, preparing and presenting tailored proposals, and assisting clients with policy applications, changes, and claims-related queries. The role involves staying updated on Prudential’s product offerings, market developments, and regulatory requirements to ensure accurate, compliant advice. The Financial Representative will also participate in training, sales campaigns, and networking activities to build a sustainable client base and achieve business objectives.

Qualifications

• Candidates should possess strong Financial Planning and Retirement Planning skills to design comprehensive, long-term strategies for diverse client profiles.
• Candidates should possess solid Insurance knowledge to advise on protection solutions, policy features, and coverage suitability.
• Candidates should possess a good foundation in Finance and Investments to explain investment-linked products and support wealth accumulation goals.
• Candidates should possess effective interpersonal, communication, and client relationship management skills, with the ability to present complex information clearly.
• Relevant academic qualifications in finance, business, economics, or related disciplines, and the ability to meet regulatory licensing and certification requirements in Singapore.
• Demonstrated integrity, professionalism, and customer-centric mindset, with strong self-motivation and goal orientation.
• Comfort with digital tools and platforms for remote consultations, client servicing, and documentation; prior experience in financial advisory or insurance is an advantage.