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