Financial Consultant

Roles & Responsibilities

Our client is a Financial Advisory firm with one of the oldest insurers in Singapore. They have many openings for the Financial Advisor/Planner position

The position focuses on providing financial planning, investment, and insurance solutions to both individual clients and corporate businesses. It offers a structured corporate track with opportunities to specialize in B2B corporate insurance and employee benefits.

Responsibilities

• Financial Advisory: Understand the short- and long-term financial goals of individual or corporate clients
• Product Matching & Sales: Recommend and sell appropriate investment, insurance, savings, or group employee benefit solutions.
• Relationship Management: Actively build, nurture, and maintain long-term relationships with clients to ensure retention and ongoing service.
• Customer Service: Provide high-quality advisory experiences and excellent ongoing customer support.

Requirements

• Experience: No prior experience is required; comprehensive training, mentorship, and closing assistance are provided.
• Regulatory Certifications: Candidates must pass 4 CMFAS exams before officially starting the role:
• RES5 (Rules & Regulations for Financial Advisory Services)
• M9 (Life Insurance & Investment-Linked Policies)
• M9A (Life Insurance Law)
• HI (Health Insurance)

Note: Candidates who already hold these certifications are highly preferred (counted as a bonus).
All papers will be covered

Benefits

• Lead Support: Access to multiple corporate cold-market platforms and lead generation channels, eliminating the need to prospect friends or family.

• Training & Development: Fully sponsored exam costs, structured agency training, and management support to help close early cases.

• Flexibility & Perks: Highly flexible work schedule (work-from-home or office options) and fully paid annual incentive trips to other countries

It's a commission-based role

Please send an updated resume to alfred.lai@paradigmrecruitment.com.sg if you are keen to apply for this position

Alfred Lai

EA Reg No: R1545971

EA License No: 21C0434

Tell employers what skills you have

Investment Advisory
Personal Finance Advisory
Customer Support
Relationship Management
M4
Business to Business Clients
Life Insurance
Savings
Financial Goals
Financial consultancy
Client Retention
Customer Service
Health Insurance
Insurance
Price Matching
Regulated Financial Services