Job Description

Roles and Responsibilities

Develop individualised financial advice based on clients' financial and protection needs. Help clients with financial planning in aspects such as retirement, education and investments. Provide clients with recommendations on wealth accumulation in accordance to their goals. Build long-term and trusted relationships with clients. Keep up to date with market development, investment products and other areas that can affect the market.

What We Offer:

Different proven platforms to be given to kickstart and advance in your career. Not needed to approach own family members or friends to generate leads. provide customizable leads platform Provide 1 to 1 mentorship. Extensive training provided by professional trainers to help you develop your knowledge and soft skills. Monthly allowance and other cash incentives. Overseas trip incentives.

Eligibility

Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner Minimum full certificate in GCE A Level, International Baccalaureate Diploma qualification, diploma awarded by a Polytechnic in Singapore or equivalent (further specific requirements may apply to determine equivalent academic qualifications). Good interpersonal skills. Committed, driven and eager to succeed. No work experience required.

Technical Skills and Competencies You Will Learn

Insurance and Financial Planning Fundamentals Certifications in CMFAS Communication and Networking Skills Sales and Marketing Skills * Client Relationship Management