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Financial Adviser Trainee - HR FOCUS

Financial Adviser Trainee - HR FOCUS

HR FOCUSIslandwide, SG
23 hours ago
Job description

Roles & Responsibilities

Financial Adviser Trainee

(Entrepreneurial Career

  • Performance-Based Income)

📍 Capital Tower

Our client is a Singapore-owned and independently run financial advisory firm. Unlike tied agencies at large insurers, their reps are free to recommend solutions from multiple insurance and investment partners — always in the client’s best interest.

🌟 Why join us?

🎯 Qualified Leads - 10 new prospects given monthly – no need to chase friends and family!

❤️ Meaningful Work - Help clients achieve their financial goals and feel proud of your impact.

📣 Zero Marketing Costs - Company-sponsored webinars, workshops and events.

🤝 Structured Mentorship - Clear career track with guidance from experienced advisers.

Key Responsibilities

  • Conduct financial needs analysis in insurance, investments & retirement planning
  • Build and maintain long-term client relationships
  • Use GEN’s digital tools to engage clients
  • Complete CMFAS licensing exams (sponsored by GEN)
  • Participate in training and team activities
  • Requirements

  • Local Polytechnic Diploma or Degree; No experience required – training provided
  • What You Can Achieve

  • 💰 100% Commission-Based Earnings : $30,000–$60,000 in Year 1, top performers >
  • $100k

  • 📈 Growth potential : MDRT career path, mentorship and structured development
  • ⏰ Work–life balance – Flexible schedule; your effort determines your income
  • 🏆 Entrepreneurial success – Build your own business within GEN’s supportive framework
  • 🔊 Come chat with us today to find out more!

    LEE LING (LI LING)

    Reg No : R1880292

    Tell employers what skills you have

    Negotiation

    Wealth Management

    Licensing

    Lifestyle

    Verbal Communication

    Well Organised

    Financial Planning

    Investments

    Wealth

    Customer Care

    Customer Success

    Needs Analysis

    Marketing

    Planner

    Mentorship

    Retirement Planning

    Capital

    Corporate Events

    Financial Advisory

    Corporate Finance

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    Financial Adviser • Islandwide, SG

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