Financial Consultant

4 days ago


Singapore STASHWORKS PTE. LTD. Full time

Job Highlights 

  1. 1 on 1 personalized mentorship 
  2. Working with a vibrant growing team 
  3. Working towards personal set goals

Job Description 

Roles and Responsibilities 

  • Manage and Analyze client’s financial portfolio 
  • Assist in helping clients accumulate and grow their finances 
  • Advise and recommend clients suitable financial plans and strategies based on their needs 
  • Ensuring monthly/yearly target are met 

Benefits

  • Able to have good work-life balance 
  • Flexible working hours + WFH benefits
  • 1 on 1 personalized mentorship 
  • Incentive Trips and Commission benefits*
  • Regular training and personal development 
  • Sponsored insurance exams
  • Establishment of allowance up to 24 months for successful candidates* 
  • $500 starting bonus for successful candidates*

Here’s what you’ll do as a Financial Consultant
  • Assess clients’ financial situation to help them work towards their financial goals.
  • Provide advice on insurance to help companies and individuals plan for their financial futures.
  • Help clients with financial planning in areas such as retirement, education, and investments.
  • Follow up with clients to assess how developments in their life might affect their financial plan
What does it take to become a Financial Consultant
  • Minimum age 21 and above Based on MAS (Monetary Authority of Singapore) regulatory requirement.
  • Singaporean and PR only
  • Minimum full certificate in GCE ‘A’ Levels or Local Polytechnic Diploma 
  • All Income Financial Consultants are required to attain Capital Markets and Financial Advisory Services (CMFAS) certifications for Module 5, Module 9, Module 9A and Certificate in Health Insurance
  • Enjoy seeing tangible results of your hard work, and be motivated by performance-based incentive structures
  • Have good interpersonal skills and be passionate about helping customers achieve their financial goals

We welcome your application if you do not have insurance experience but is keen on a career in insurance sales. 



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