Financial Services Specialist with Unlimited Earning Potential
2 days ago
CO Wealth Advisory Group PTE. LTD., a premier financial services provider, is seeking a highly motivated individual to join our dynamic team as a Financial Services Specialist. With a strong focus on delivering exceptional client experiences and driving business growth, this role offers a unique opportunity for individuals looking to start or advance their career in the financial services industry.
About the Role
This exciting opportunity allows you to work closely with high net worth individuals, mass affluent clients, and corporate entities, providing personalized financial solutions tailored to their needs. As a Financial Services Specialist, you will be responsible for building strong relationships with clients, identifying opportunities for wealth protection, growth, and transfer, and delivering expert advice across various areas such as life insurance, investments, employee benefits, general insurance, risk management, mortgage and tax optimization, retirement planning, estate planning, wills and trusts, and legacy planning.
Salary and Benefits
We offer a competitive estimated salary of SGD 40,000 - SGD 60,000 per annum, depending on experience, along with a monthly cash allowance scheme available. Our proven system allows you to achieve a five-figure monthly income in your first year and fast track to Manager to lead a team in your second. Additionally, you can enjoy unrestricted, recurring, and multiple streams of income through attractive commissions and renewal bonuses. Flexible working hours enable you to choose which clients to serve and what kind of specialist to be.
Requirements
To succeed in this role, you should possess a degree holder (3 years) or higher qualification. Early career professionals, fresh graduates, or undergraduate students are encouraged to apply. While prior sales or financial experience is not necessary, full training is provided to ensure your success. Essential skills include being motivated, results-driven, hardworking, able to work independently, meticulous, and coachable, with strong communication and interpersonal skills. Ability to build client relationships with a positive and engaging personality is crucial.
Benefits Package
In addition to a competitive salary, we offer a range of benefits including qualifying for multiple free trips to popular worldwide destinations every year. You will also have the opportunity to engage in meaningful work and a rewarding lifestyle that truly benefits and adds value to the lives of people and communities. Continuous professional growth is ensured through comprehensive training and development programs, dedicated marketing support to generate warm sales leads, and the chance to transform into a leader and entrepreneur by building your own financial services company.
Why Join Us?
At CO Wealth Advisory Group PTE. LTD., we pride ourselves on being a next-generation financial advisory firm that embodies ownership, excellence, and prestige. Our award-winning and top-performing agency is an authorized representative of AIA Financial Advisers Private Limited (AIA FA). We are part of the AIA Group, the largest independent insurance group in the Asia Pacific with a presence across 18 markets and listed on the Hong Kong stock exchange. A reputable brand backed by a 100-year history, well known for providing unrivalled training and support in the industry.
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