Financial Planning Specialist

17 hours ago

Singapore beBeeWealthPlanning Remote Work Freelance Full time $30,000 - $60,000
Financial Planning Specialist Opportunity

A dynamic and rewarding career path awaits in the field of financial planning, where you can help clients achieve their long-term financial goals and enjoy a sense of fulfillment.

About the Role

We are seeking highly motivated individuals to fill the role of Financial Planning Specialist. As a Financial Planning Specialist, you will conduct thorough financial needs analyses for insurance, investments, and retirement planning, and build lasting relationships with clients.

  • Key Responsibilities:
  • Conduct comprehensive financial needs analysis in insurance, investments & retirement planning
  • Develop and maintain long-term client relationships
  • Utilize digital tools to engage clients effectively
  • Complete CMFAS licensing exams (sponsored)
  • Participate in training and team activities

What We Offer:

  • 100% Commission-Based Earnings: $30,000-$60,000 in Year 1, top performers > $100k
  • Growth potential: Career advancement opportunities, mentorship and structured development
  • Work-life balance - Flexible schedule; your effort determines your income
  • Entrepreneurial success - Build your own business within our supportive framework

Requirements:

  • Local Polytechnic Diploma or Degree; No experience required - comprehensive training provided

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