Insurance & Wealth Advisor: Flexible Hours

PLACEMENT PROFESSIONALS; Singapore; On-site; SGD 40,000 - 72,000; Full time

Benefits offered by this job

Structured training

Career progression

Performance-based income

Flexible hours

Supportive culture

Job summary

PLACEMENT PROFESSIONALS in Singapore seeks a driven financial advisor to provide holistic insurance and wealth planning advice, helping clients safeguard assets and achieve financial goals.

You will design personalised solutions across life insurance, healthcare protection, savings, and investment‑linked products, review portfolios regularly, and build a growing client base. Structured training and a supportive team culture are offered with performance-based incentives.

Qualifications

• Meet minimum MAS regulatory requirements: Age 21 years and above
• Hold minimum educational qualifications: A Levels, Local Polytechnic Diploma, or Degree (any discipline)
• Possess Singaporean or Permanent Resident status as required for licensing

Responsibilities

• Provide clients with holistic insurance and wealth planning advice to safeguard assets and achieve financial objectives.
• Design personalised solutions involving life insurance, healthcare protection, savings, and investment-linked products based on clients’ requirements.
• Review client portfolios regularly to evaluate changing goals and make necessary adjustments to financial strategies.
• Identify areas of financial shortfall through comprehensive assessments and recommend suitable wealth enhancement solutions.
• Grow and manage a personal client portfolio by building trust, providing value, and maintaining strong relationships.
• Develop a professional reputation and personal brand within the financial services industry to support client growth and retention.
• Show adaptability and determination by actively participating in coaching, training, and continuous self-improvement.
• Explain financial concepts effectively and confidently to clients from different backgrounds.

Education

A-Levels

Polytechnic Diploma

Degree

Job description

PLACEMENT PROFESSIONALS in Singapore seeks a driven financial advisor to provide holistic insurance and wealth planning advice, helping clients safeguard assets and achieve financial goals.

You will design personalised solutions across life insurance, healthcare protection, savings, and investment‑linked products, review portfolios regularly, and build a growing client base. Structured training and a supportive team culture are offered with performance-based incentives.