Financial Services Consultant

MyCareer+; Singapore; On-site; SGD 40,000 - 90,000; Full time

Job summary

A licensed financial advisory firm is seeking driven Financial Services Consultants in Singapore. This role involves delivering holistic financial planning services and managing client relationships. Ideal candidates include Singapore Citizens or PRs with at least GCE A Level, Diploma, or Degree. You will benefit from mentorship and access to a broad range of insurance products. Opportunities for career progression are emphasized.

Benefits

Access to diverse insurance products

In-house legal and healthcare support

Complimentary health screenings

Qualifications

• Must be a Singapore Citizen or Permanent Resident (PR).
• Willing to complete required certification through the Singapore College of Insurance (SCI).
• Preferably less than 10 years in the industry for experienced advisors.

Responsibilities

• Deliver holistic financial planning services including insurance, investments, and estate planning.
• Engage and manage client relationships through tailored financial solutions.
• Convert leads from internal sources into long-term clients.

Skills

Strong interpersonal skills

Entrepreneurial mindset

Client relationship management

Education

Minimum GCE A Level, Diploma, or Degree

Job description

About the job Financial Services Consultant

Job Summary

A licensed financial advisory firm in Singapore is seeking driven and client-focused individuals to join a dynamic team as Financial Services Consultants. You will play a pivotal role in helping individuals and families plan for their future through life insurance, investment planning, and estate planning solutions. Whether you're an experienced advisor or a professional seeking a meaningful career shift, this is an opportunity to join an established, growth-oriented organization.

With access to a diversified product suite, in-house legal and healthcare support, and a strong regional presence, this platform offers excellent potential for income growth and career progression.

Key Responsibilities

• Deliver holistic financial planning services including insurance, investments, and estate planning
• Engage and manage client relationships through tailored financial solutions
• Participate in continuous training and joint client appointments to enhance performance
• Convert leads from internal sources (including consumer and SME leads) into long-term clients
• Educate clients on trust and legacy planning strategies
• Option to build and lead your own team of advisors
• Ensure compliance with industry and regulatory standards

Ideal Candidate Profile

We welcome candidates from diverse industries such as:

• Insurance (Advisors from Broker Firms & Insurance Companies)
  • Broker Firms: Finexis, IPP, Financial Alliance, Synergy, Promiseland, SG Alliance
  • Insurers: AIA, Prudential, Great Eastern, Singlife, NTUC Income, Manulife
• Banking (e.g., UOB, OCBC, DBS, Citibank)
• Healthcare (Nursing), Education (Teachers), HR, Sales & Marketing

Requirements

• Must be a Singapore Citizen or Permanent Resident (PR)
• Minimum GCE A Level, Diploma, or Degree (SCI certification supported)
• Strong interpersonal skills and a passion for client success
• Entrepreneurial mindset with the drive to build a rewarding career
• Willing to complete required certification through the Singapore College of Insurance (SCI)
• For experienced advisors: Preferably less than 10 years in the industry or leading a small team

What Makes This Opportunity Unique

• Brokerage Platform: Access to a wide range of insurance products from multiple insurers
• Legal & Estate Planning Support: Integrated estate and trust planning via in-house legal partners
• Healthcare Integration: Clients receive complimentary health screenings via in-house clinic services
• Regional Exposure: Offices across Singapore, China, Hong Kong, Malaysia, and Thailand
• Lead Generation: Organic leads provided through affiliated businesses (not sold)
• Mentorship by Top Performers: Guided by industry leaders with proven sales and leadership success