Wealth Planner

2 weeks ago

Singapore HR FOCUS Full time
Roles & Responsibilities

Wealth Planner

(Entrepreneurial Career · Performance-Based Income)

Capital Tower

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

Why Join GEN?

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

Independence - Not tied to a single insurer; offer the best solutions across providers.

Qualified Leads - 10 new prospects monthly – no need to chase friends and family.

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

LEE LING (LI LING)

Reg No: R1880292

Tell employers what skills you have

Negotiation
Licensing
Lifestyle
Verbal Communication
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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