Financial Services Consultant

Income Insurance Limited; Singapore; Hybrid; SGD 60,000 - 100,000; Full time

Benefits offered by this job

Hybrid work arrangements

Job summary

Income Insurance Limited is seeking a Financial Services Consultant in Singapore to advise clients on insurance and financial solutions. You will conduct needs analyses, prepare proposals, and perform financial reviews to help clients achieve financial security.

The role involves building strong client relationships and collaborating with internal teams on product offerings and regulatory requirements. We value professionals with strong analytical and communication skills, a background in

Qualifications

• Strong analytical skills to assess client needs, evaluate financial options, and interpret data for informed recommendations.
• Knowledge of finance and financial services, including insurance products, investment solutions, and risk management concepts.
• Consulting capabilities, such as client advisory, solution design, and the ability to tailor recommendations to diverse customer profiles.
• Effective communication skills, including clear presentation of complex information and the ability to build trust with clients and colleagues.
• Relevant academic background in Finance, Business, Economics, or a related discipline; professional certifications in financial advisory or insurance are an advantage.
• Understanding of regulatory requirements and industry standards in Singapore’s financial and insurance sector.
• Proactive, self-motivated approach with the ability to work both independently and collaboratively in a hybrid work environment.
• Prior experience in financial advisory, insurance consulting, or customer-facing roles is preferred.

Responsibilities

• Advising clients on insurance and financial solutions and conducting needs analyses.
• Preparing proposals and performing financial reviews to support client decisions.
• Maintaining ongoing client relationships and coordinating with internal teams on product offerings and regulatory updates.
• Growing the client base through outreach activities and professional networking.
• Upholding ethical advisory practices aligned with Income Insurance’s focus on financial inclusion and customer-centric service.

Job description

Company Description

Income Insurance Limited is one of Singapore’s leading composite insurers, providing life, health, and general insurance solutions for individuals, families, and businesses. Founded in 1970 to meet a social need for accessible insurance, the company focuses on protection that is relevant for people from diverse backgrounds and life stages. Its broad suite of insurance and financial solutions is designed to help customers build financial security, manage risks, and plan confidently for the future. Income Insurance is committed to positive social impact, supporting financial inclusion, community well-being, and environmental sustainability. More information about the company and its offerings is available at www.income.com.sg.

Role Description

The Financial Services Consultant is a full-time, hybrid role based in Singapore, with flexibility for some work-from-home arrangements. The role involves advising clients on insurance and financial solutions, conducting needs analysis, and recommending suitable products to help clients achieve financial security and resilience. Day-to-day responsibilities include meeting clients, preparing proposals, performing financial reviews, and maintaining ongoing relationships to support evolving customer needs. The consultant collaborates with internal teams to stay updated on product offerings, regulatory requirements, and market developments, and participates in outreach activities to grow the client base. This role requires a strong commitment to ethical advisory practices and alignment with Income Insurance’s focus on financial inclusion and customer‑centric service.

Qualifications

• Strong analytical skills to assess client needs, evaluate financial options, and interpret data for informed recommendations.
• Knowledge of finance and financial services, including insurance products, investment solutions, and risk management concepts.
• Consulting capabilities, such as client advisory, solution design, and the ability to tailor recommendations to diverse customer profiles.
• Effective communication skills, including clear presentation of complex information and the ability to build trust with clients and colleagues.
• Relevant academic background in Finance, Business, Economics, or a related discipline; professional certifications in financial advisory or insurance are an advantage.
• Understanding of regulatory requirements and industry standards in Singapore’s financial and insurance sector.
• Proactive, self-motivated approach with the ability to work both independently and collaboratively in a hybrid work environment.
• Prior experience in financial advisory, insurance consulting, or customer-facing roles is preferred.