Wealth & Insurance Advisor — Flexible Hours

Placement Professionals, LLC; Singapore; On-site; SGD 50,000 - 80,000; Full time

Benefits offered by this job

Structured training and mentorship

Bonuses and incentives

Flexible working hours

Supportive team culture

Job summary

Placement Professionals, LLC is seeking a results-driven financial advisor to guide individuals and families in insurance protection and wealth planning. You will develop lasting client relationships, uncover financial needs, and recommend strategies to support wealth growth while enhancing your professional presence.

Responsibilities include designing personalised life insurance, healthcare, savings, and investment-linked solutions, reviewing portfolios, and continuously improving through

Qualifications

• Must meet MAS regulatory requirements: Age 21+
• Educational qualifications: A Levels, Diploma, or Degree
• Singaporean or PR status as required for licensing

Responsibilities

• Provide 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.
• Review client portfolios regularly to evaluate goals and adjust strategies.
• Identify financial shortfalls and recommend wealth enhancement solutions.
• Grow and manage a personal client portfolio through trust-building and value delivery.
• Develop a professional reputation and personal brand within financial services.
• Participate in coaching, training, and continuous self-improvement.
• Explain financial concepts effectively to clients from diverse backgrounds.

Skills

Client relationships

Sales mindset

Financial analysis

Communication skills

Professional presentation

Education

A Levels / Diploma / Degree

Singaporean or PR status

Job description

Placement Professionals, LLC is seeking a results-driven financial advisor to guide individuals and families in insurance protection and wealth planning. You will develop lasting client relationships, uncover financial needs, and recommend strategies to support wealth growth while enhancing your professional presence.

Responsibilities include designing personalised life insurance, healthcare, savings, and investment-linked solutions, reviewing portfolios, and continuously improving through