Financial Consultant

Roles & Responsibilities

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456) on

WhatsApp

+65 80358497

or email

jiawei@placement.com.sg

I also concurrently carry several roles with other Financial Advisories and Wealth Management (FA) firms with more Junior and Senior variants. Please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings.

Overview

We are looking for a new Financial Consultant to be part of a team driven by sales and service excellence.

Key Responsibilities

• Acquire and manage a pool of clients’ insurance portfolios and maximise these opportunities for growth and success
• Cultivate long-lasting trustworthy relationships with clients
• Empower clients to achieve their dreams by guiding them through personalised financial planning
• Offer recommendations on insurance products that align with clients’ financial needs

Benefits

• Competitive monthly allowance of up to $15k + additional incentives.
• Elevate your communication and leadership skills
• Numerous networking opportunities to connect you with potential leads
• Aspire to be one of our Financial Services Manager
• Enjoy exclusive overseas incentives trips as a high achiever

This position is suitable for

• Fresh Graduates (Just graduated or graduating Apr–Jun 2026)
• Career Switchers / PMETs
• Executives & Professionals from adjacent industries (Sales, Marketing, Events, Client Servicing)
• Existing insurance or investment agents seeking better systems, support, and career progression

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.

Tell employers what skills you have

Wealth Management
Sales
Valuation
Financial Planning
Wealth Accumulation
Insurance Products
Marketing
Financial Modelling
Career Transitions
Team-oriented
Financial consultancy
Proactive Communication
Insurance
Assisting Executives