Financial Sales Consultant

Job Title - Financial Sales Consultant

Job Highlights

1. 1 on 1 personalized mentorship
2. Working with a vibrant growing team
3. Working towards personal set goals

Job Description

Roles and Responsibilities

• Manage and analyze client’s financial portfolio
• Assist in helping clients accumulate and grow their finances
• Advise and recommend clients suitable financial plans and strategies based on their needs
• Ensure monthly/yearly targets are met

Benefits

• Able to have good work-life balance
• Flexible working hours + WFH benefits
• 1 on 1 personalized mentorship
• Incentive trips and commission benefits*
• Regular training and personal development
• Sponsored insurance exams
• Establishment of allowance up to 24 months for successful candidates*
• Free brand new iPad + $500 starting bonus for successful candidates*

*Terms and conditions apply; candidates need to meet qualifying criteria to access these benefits. Commissions and incentives are payable based on individual performance.

Job Requirements

• Full certificate in GCE ‘A’ Levels, International Baccalaureate, Diploma Qualification, Diploma awarded by a polytechnic in Singapore or any other academic qualification which is equivalent to the above qualifications.
• Diplomas from Private Institutions will need to fulfill the following requirements:

(a) The total number of training hours of the course is at least 900 hours, or

(b) The course duration is at least 2.5 years on a part-time basis; and

(c) The assessment method is minimally 50% examination-based; and

(d) The qualification allows for admission into a university.

• At least 21 years of age - MAS requirement
• Completion of CMFAS certifications; M5, M9, M9A & HI - all sponsored + provided with necessary training and guidance by us.
• Excellent people orientation skills
• Family oriented
• No experience necessary but requires willingness to learn

Our Team - Kenley Tan and Associates

We are a humble, family-oriented team looking for very specific individuals to join our growing team. Should you feel what this job entails is very much in line with what you are looking for, please feel free to apply, and we will reach out to you very shortly.

Kenley Tan and Associates

An agency unit of Prudential Assurance Company Singapore (Pte) Limited

Reg No. 199002477Z

Approval Code: 1268/07Dec21