Independent Financial Advisor: Free Leads & Flexible Hours

DLXSG VENTURES; Singapore; Remote; SGD 40,000 - 80,000; Full time

Benefits offered by this job

Free warm leads

Structured training

Clear career path

Flexible hours

Job summary

DLXSG VENTURES in Singapore is expanding its financial advisory team. You will engage with consented warm leads and conduct needs-based reviews across protection, retirement, investment, and education planning. The role rewards effort with base-pay packages and the opportunity to build your own client base.

We welcome career switchers and fresh graduates who are motivated to help clients achieve their financial goals. Flexible hours are offered as you grow your advisory practice.

Qualifications

• Good communication skills and a genuine interest in helping people with their finances.
• Fresh graduates and career switchers welcome.

Responsibilities

• Contact and meet the warm leads assigned to you.
• Run needs-based financial reviews covering protection, retirement, investment and education planning.
• Recommend suitable solutions from a wide product panel.
• Build and serve your own client base.

Skills

Communication skills

Customer service

Interpersonal skills

Job description

DLXSG VENTURES in Singapore is expanding its financial advisory team. You will engage with consented warm leads and conduct needs-based reviews across protection, retirement, investment, and education planning. The role rewards effort with base-pay packages and the opportunity to build your own client base.

We welcome career switchers and fresh graduates who are motivated to help clients achieve their financial goals. Flexible hours are offered as you grow your advisory practice.