Financial Adviser Representative

3 weeks ago


Singapore HR FOCUS Full time
Roles & Responsibilities

Financial Adviser Representative

(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
Customer Care
Customer Success
Needs Analysis
Marketing
Mentorship
Retirement Planning
Capital
Corporate Events
Financial Advisory
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