Strategic Insurance & Financial Planning Advisor

MoneySmart Group; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A leading financial services firm in Singapore is seeking a Financial Advisory Specialist to provide holistic financial advisory services. Applicants should have over 3 years of sales experience in the financial services industry, strong knowledge of financial planning and insurance products, and relevant certifications. Join a team that values growth and customer-centric solutions while achieving sales objectives.

Qualifications

• At least 3 years of sales experience in the financial services industry.
• Good knowledge of financial planning and the insurance industry.
• Able to learn and adapt quickly, working under pressure.

Responsibilities

• Provide holistic financial advisory services.
• Conduct financial planning and needs analysis.
• Foster and maintain strong customer relationships.

Skills

Sales experience

Financial planning knowledge

Understanding of insurance products

Independent working

Resilience

Education

CMFAS Modules 5, 9, 9A, HI

Job description

A leading financial services firm in Singapore is seeking a Financial Advisory Specialist to provide holistic financial advisory services. Applicants should have over 3 years of sales experience in the financial services industry, strong knowledge of financial planning and insurance products, and relevant certifications. Join a team that values growth and customer-centric solutions while achieving sales objectives.