Trainee [Financial Advisory Track]

HR Focus; Singapore; On-site; SGD 30,000 - 60,000; Full time

Job summary

A boutique financial advisory firm in Singapore is seeking motivated individuals to advise clients on insurance and investment planning. You will receive qualified leads and 1-to-1 mentorship from experienced advisers. The role offers commission-based earnings, with potential to earn between $30K and $100K in the first year, along with flexibility in your work schedule and no corporate politics.

Benefits

Commission-based earnings

Fully sponsored licensing exams

No marketing costs

Flexible hours and location

Qualifications

• No specific educational background required, but experience in finance would be beneficial.
• Willingness to obtain necessary licensing for financial advisory.
• Ability to work independently and manage time effectively.

Responsibilities

• Advise clients on insurance, investment & retirement planning.
• Build long-term client relationships.
• Utilize digital tools for client engagement.
• Participate in training and team sessions.

Skills

Client advising

Relationship building

Digital engagement

Job description

❌ Not all Financial Advisory firms are the same — some just want your contacts.
✅ We give you clients, coaching, and a clear path to success.

💡 Skip the big corporate fluff — start training and earning right away.
Join a Singapore‑owned boutique financial advisory where you’ll get real leads, hands‑on mentorship from MDRT advisers, and freedom to recommend the best solutions for your clients — not just one brand’s products. Here, you’re never a small fish in a big pond.

Why You’ll Love It

Ready Leads: 10+ qualified prospects monthly — no need to chase friends

1‑to‑1 Mentorship: Learn straight from experienced advisers, not lost in a 200‑person big batch

Zero Marketing Costs: Company pays for webinars, workshops, and events; no need to pay for roadshows

Quick Start: Licensing exams fully sponsored — start earning fast

What You’ll Do

Advise clients on insurance, investment & retirement planning

Build long‑term client relationships

Use digital tools to engage clients

Join training and team sessions

What You’ll Get

• 💰 Min $30K–$60K in Year 1 (top >$100K) — commission‑based
• 📈 MDRT mentorship & growth opportunities
• ⏰ Be your own boss, plan your own hours, work anywhere
• 🏆 No corporate politics, no product limits

Ready to start fast and grow big?

Chat with us today!

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