Financial Services Consultant

1 week ago


Singapore ATA (S) PTE. LTD. Full time
Roles & Responsibilities

Career Change? Build a Business with Purpose

Are you looking for a business opportunity where you control your income and future? Do you have the drive and discipline to build something that rewards your hard work?

If you are looking for quick money with minimal effort, this is NOT for you. But if you are serious about building a business, making an impact, and securing long-term financial success, read on.

Remuneration Package
  • Allowance + Commission
Key Deliverables & Responsibilities

Business Development & Client Management

  • Identify and engage potential clients to understand their financial needs.
  • Develop customized insurance solutions to help clients protect their wealth, health, and future.
  • Build long-term relationships and maintain strong client retention.

Sales & Advisory Expertise

  • Provide professional financial guidance and insurance solutions.
  • Educate clients on risk management, income protection, and legacy planning.
  • Manage and execute end-to-end sales processes, from consultation to policy servicing.

Entrepreneurial Growth & Leadership

  • Build and expand your own portfolio of clients and referrals.
  • Strategically grow your business through networking and lead generation.
  • Option to mentor and develop a team of like-minded professionals.

Training & Professional Development

  • Continuous learning and upskilling in financial advisory.
  • Stay updated on market trends, new products, and regulatory changes.
  • Attend mentorship sessions and structured training to accelerate business success.
Who Should Apply?

Aspiring entrepreneurs who want to build their own financial services business.
Career switchers looking for a dynamic, high-growth industry.
Self-driven individuals who take ownership of their success.
Those who understand that effort, strategy, and consistency drive long-term results.

Not for those seeking quick money without commitment.

What You Need to Succeed

Minimum age: 21 (Regulatory Requirement)
GCE 'A' Level/Diploma/Degree (for MAS licensing)
Strong communication, problem-solving, and people skills
Entrepreneurial mindset with a growth-driven attitude

If you're ready to build a business, apply today

Tell employers what skills you have

Management Skills
Leadership
Able To Multitask
Financial Planning
Tax
Wealth Accumulation
Investment Management
Adaptable
Banking
Presentation Skills
Consulting
Customer Service
Cash Flow
Project Delivery
Ability To Learn
Financial Services

  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesAre you looking to be a financial service professional in a leading multiple provider Financial Advisory firm?Job Highlights· Fulfilling Career with Attractive Remuneration Model· Exciting Career Progression and Developmental Pathway· Flexible Hours & Work Life BalanceJob DescriptionWe are looking for dynamic and talented candidate...


  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesAre you looking to be a financial service professional in a leading multiple provider Financial Advisory firm?Job Highlights· Fulfilling Career with Attractive Remuneration Model· Exciting Career Progression and Developmental Pathway· Flexible Hours & Work Life BalanceJob DescriptionWe are looking for dynamic and talented candidate...


  • Singapore AIA FINANCIAL ADVISERS PRIVATE LIMITED Full time

    Roles & ResponsibilitiesJob Description:· Providing financial advice based on clients’ financial and protection needs· Providing recommendation to clients on wealth accumulation and legacy planning· Providing corporate solutions for business entities· Delivering a high level of professional customer service to customers· Building and cultivating...

  • Financial Consultants

    2 weeks ago


    Singapore STRATEGIC PARTNERS FINANCIAL SERVICES PTE. LTD. Full time

    Roles & ResponsibilitiesStrategic Partners is a group of agency units of Prudential Assurance Company Singapore (and a registered company of JLim Organisation).Company HighlightsWe believe in mutual respect, support and sharing of the fruits of our labour.We focus on developing and enhancing each team member’s strengths for entrepreneurship, creativity and...


  • Singapore MANULIFE FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilities:Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution. Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives. Acquire...


  • Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time

    **Why Join Global Financial Consultants?**We offer a dynamic and fast-paced environment where you can learn, grow, and succeed. As a Business Development Executive, you will have the opportunity to develop essential business development skills and gain valuable industry experience.**Job Description**In this role, you will be responsible for identifying and...


  • Singapore SP - Katherine Soh Full time

      Job Responsibilities   Providing financial planning advice based on clients financial and protection needs.   Providing recommendation to clients on protection, wealth accumulation and legacy planning.     Job Requirements   Minimum full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a...


  • Singapore EP Manufacturing Berhad Full time

    As a Financial Services Consultant, you will play a critical role in helping our clients achieve their financial goals. You will work closely with them to understand their financial needs and provide personalized solutions to meet those needs.About the Role:You will be responsible for conducting financial analysis and profiling sessions, building and...


  • Singapore AIA SINGAPORE PRIVATE LIMITED Full time

    Roles & ResponsibilitiesJob Description:· Providing financial advice based on clients' financial and protection needs· Providing recommendation to clients on wealth accumulation and legacy planning· Providing corporate solutions for business entities· Delivering a high level of professional customer service to customers· Building and cultivating client...


  • Singapore RECRUITING TALENTS GLOBAL PTE. LTD. Full time

    Roles & ResponsibilitiesAre you looking for a new career opportunity with better income potential, flexibility, and growth? If you have strong people skills and a drive to succeed, this is your chance to transition into high-rewarding sales career- No relevant experience is required.As a Financial Services Consultant, you will play a crucial role in helping...


  • Singapore ORACLE FINANCIAL ADVISORY Full time

    Roles & ResponsibilitiesLoanWorks Singapore is expanding and we are looking for driven, dynamic individuals with strong networking skills to join us as loan consultants. The role encompasses sales, client advisory & account management requirements. We offer a structured career progression path with an attractive remuneration package & performance bonuses.i)...


  • Singapore RECRUITING TALENTS GLOBAL PTE. LTD. Full time

    Roles & ResponsibilitiesAre you looking for a new career opportunity with better income potential, flexibility, and growth? If you have strong people skills and a drive to succeed, this is your chance to transition into high-rewarding sales career- No relevant experience is required.As a Financial Services Consultant, you will play a crucial role in helping...


  • Singapore ORACLE FINANCIAL ADVISORY Full time

    Roles & ResponsibilitiesLoanWorks Singapore is expanding and we are looking for driven, dynamic individuals with strong networking skills to join us as loan consultants. The role encompasses sales, client advisory & account management requirements. We offer a structured career progression path with an attractive remuneration package & performance bonuses.i)...


  • Singapore BEDROCK CONSULTANCY PTE. LTD. Full time

    Roles & ResponsibilitiesJob HighlightsGuaranteed Annual Package of at least S$50,000 (Up to S$100,000) Warm and Supportive Team with One-to-One Mentorship Time-tested, Proven Success SystemJob DescriptionNot being appreciated at your job? Overworked and underpaid? Or just starting out but seeking to have a headstart?If you are highly motivated, love to...


  • Singapore BEDROCK CONSULTANCY PTE. LTD. Full time

    Roles & ResponsibilitiesJob HighlightsGuaranteed Annual Package of at least S$50,000 (Up to S$100,000) Warm and Supportive Team with One-to-One Mentorship Time-tested, Proven Success SystemJob DescriptionNot being appreciated at your job? Overworked and underpaid? Or just starting out but seeking to have a headstart?If you are highly motivated, love to...


  • Singapore finexis advisory Pte Ltd Full time

    Company OverviewFinexis advisory Pte Ltd is a dynamic team of financial professionals committed to supporting each other's success. Our mission is to empower individuals with the right financial strategies while creating an inclusive and collaborative environment for our advisors to thrive.Key ResponsibilitiesAs a Financial Services Consultant, you will do...


  • Singapore AMBITION GROUP SINGAPORE PTE. LTD. Full time

    Roles & ResponsibilitiesOur client, an international insurance company is looking for highly driven sales professional to join their team.Key Responsibilities:Stationed in bank branch to provide financial solutions to customers Establish customers' financial goals Determine their current financial situations to identify any shortfalls Develop wealth...

  • Financial Consultant

    2 weeks ago


    Singapore CYANSYS PRIVATE LIMITED Full time

    Roles & ResponsibilitiesWe are looking for suitable candidates who are now working as accountants, book-keepers or external auditors in the SME sectors to fill multiple positions in our consulting services businesses.We give advices and assist our SME customers in using their Financial accounting systems or Enterprise Resource Planning systems so those who...

  • Financial Consultant

    4 weeks ago


    Singapore CYANSYS PRIVATE LIMITED Full time

    Roles & ResponsibilitiesWe are looking for suitable candidates who are now working as accountants, book-keepers or external auditors in the SME sectors to fill multiple positions in our consulting services businesses.We give advices and assist our SME customers in using their Financial accounting systems or Enterprise Resource Planning systems so those who...

  • Financial Consultant

    2 weeks ago


    Singapore WEALTH COACH LLP Full time

    Roles & ResponsibilitiesLEVEL UP YOUR CAREER: THRIVE AS A FINANCIAL CONSULTANT WITH USJoin our team of dynamic financial consultants and embark on a rewarding journey towards success. At our company, you'll thrive as part of our winning team. Take the next step in your career today and unlock your full potential with usBenefits:- Competitive monthly...