Startup Financial Incubation Specialist

1 day ago


Singapore beBeeFinancial Full time $30,000 - $50,000
PRU Apprentice Role Overview

We are seeking a PRU Apprentice to join our organization. As a PRU Apprentice, you will embark on an exciting startup incubation journey within the financial services industry.

The role offers a blend of experiential learning in both agency and corporate settings, providing a comprehensive understanding of the industry's operations beyond product sales. You will be paired with successful agency leaders for mentorship and receive extensive training in financial products, sales techniques, personal branding, and business management. Additionally, you will have the opportunity to attend networking events, connecting with senior corporate leaders, industry experts, and successful financial consultants.

Key Responsibilities
  • Participate in structured training and development programs, including obtaining financial certifications (e.g., CMFAS) to enhance product knowledge and soft skills.
  • Work closely with senior financial consultants and mentors to understand industry best practices, shadow customer meetings, and develop professional financial advisory skills.
  • Exposure to real-world financial consulting scenarios and customer interactions.
  • Stay updated on financial products, market trends, and regulations to offer informed advice to customers and tailor solutions to meet their needs.
  • Support business growth by identifying and reaching out to potential customers, fostering strong relationships, and conducting financial needs assessments.
  • Ensure adherence to industry regulations, internal policies, and company compliance standards.
Requirements
  • Degree or minimum full certificate in GCE 'A' level, International Baccalaureate Diploma qualification, Diploma awarded by a Polytechnic in Singapore or equivalent.
  • Less than two years of work experience with no prior experience in financial consulting.
  • Strong communication and interpersonal skills.
  • Analytical mindset with attention to detail.
  • Self-motivated and proactive, with the ability to work independently and as part of a team.
  • Customer-centric with a passion for helping others achieve their financial goals.
What We Offer
  • Competitive base salary with performance-based bonus.
  • Structured training and mentorship by experienced financial consultants.
  • A supportive and collaborative work environment focused on continuous learning.


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