Independent Financial Advisor - Warm Leads & Flexible Hours

DLXSG VENTURES; Singapore; Vor Ort; SGD 40.000 - 70.000; Vollzeit

Benefits dieser Stelle

Free warm leads every month

Independent advice

Structured training

Clear career path

Flexible hours

Zusammenfassung

DLXSG VENTURES in Singapore is a MAS-licensed independent Financial Advisory firm seeking new advisers to start their financial advisory career. With 300+ advisers, the firm provides warm leads and flexible hours to help you grow.

You will meet the consented warm leads, conduct needs-based reviews, recommend suitable solutions, and build your client base with mentorship and a clear career path in a supportive environment.

Qualifikationen

• Good communication skills and a genuine interest in helping people with their finances
• Career switchers and fresh graduates welcome

Aufgaben

• 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

Kenntnisse

Communication skills

Jobbeschreibung

DLXSG VENTURES in Singapore is a MAS-licensed independent Financial Advisory firm seeking new advisers to start their financial advisory career. With 300+ advisers, the firm provides warm leads and flexible hours to help you grow.

You will meet the consented warm leads, conduct needs-based reviews, recommend suitable solutions, and build your client base with mentorship and a clear career path in a supportive environment.