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Financial Services Advisor

2 weeks ago

Singapore Income Insurance Full time
Job Description

As a Wealth Management Associate, you will play a vital role in helping clients achieve their financial goals. Your key responsibilities will include:

  • Assessing clients' financial situations to develop effective strategies for long-term success.
  • Providing expert advice on insurance solutions to help individuals and companies plan for their financial futures.
  • Collaborating with clients to create comprehensive financial plans, covering areas such as retirement, education, and investments.
  • Reviewing and following up with clients to ensure their financial plans remain aligned with changing circumstances.

You will also be responsible for preparing and interpreting financial document summaries, investment performance reports, and income projections for clients.

To succeed in this role, you will need:

  • A minimum full certificate in GCE 'A' Level or International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent.
  • Be at least 21 years old.
  • No prior work experience is required.
Benefits and Rewards

We offer a range of benefits and rewards, including:

  • Access to a wide range of insurance products tailored to meet our clients' needs.
  • Ongoing training and professional development to support your growth and success.
  • A structured corporate financing scheme to fast-track your career progress.
  • Incentives for outstanding performance, including quarterly bonuses, annual bonuses, and opportunities to participate in overseas trips.
  • A flexible incentive structure offering unlimited potential income through commissions, performance-based incentives, and great incentive trips.
Company Overview

At Income Insurance, we are committed to providing our clients with expert advice and guidance to help them achieve their financial goals. Our team is dedicated to delivering exceptional service and support to our clients, and we are passionate about helping individuals and companies plan for their financial futures.