Financial Services Consultant

3 days ago

Singapore Income Insurance Limited Full time

1 week ago Be among the first 25 applicants
Direct message the job poster from Income Insurance Limited
Looking for an entrepreneurial role with flexibility and unlimited income potential?
Whether you are a fresh graduate or an experienced professional looking for a change, join us to discover more about the career as a Financial Consultant.
Key responsibilities:

  • Assess clients' financial situation to develop strategies to help clients meet their financial goals.
  • Provide advice on insurance to help companies and individuals plan for their financial futures.
  • Help clients with financial planning in areas such as retirement, education, and investments with our full product suite.
  • Review and follow up with clients on a regular basis to assess how developments in their life might affect their financial plan.
  • Preparing and interpreting financial document summaries, investment performance report and income projections for clients.
  • Build and maintain effective relationships with existing clients.

Job Requirements:
· Minimum full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent.
· At least 21 years old.
· Related work experience is not required.
Benefits & Rewards
Provide clients with access to wide range of insurance products
Through an introducer arrangement which Income Insurance Limited (Income) has with Infinitum Financial Advisory, a wholly owned subsidiary of Income.
Training and professional development
We'll help you gain the certifications, soft skills, and knowledge you need to succeed while supporting your growth with structured courses and trainings. Our dedicated managers will constantly be there to guide you through your developmental journey.
EXCELeration Programme
We provide a structured corporate financing scheme up to for the first 18 months of your career to fast-track your success in Income.
Overseas trips and rewards
Work hard and play hard with us as we incentivize our top performers to destinations such as Cape Town, St Petersburg, Zurich, and other cities.
Flexible incentive structure
Enjoy unlimited potential income through our multi-layered incentive structure that includes commissions, quarterly performance-based incentives, annual bonuses, and great incentive trips.
Other benefits
Enjoy medical benefits and get covered under group insurance. We will make sure you are well looked after so that you can concentrate on providing sound financial advice to your clients.
Seniority level
Seniority level Entry level
Employment type
Employment type Full-time
Job function
Job function Finance
Industries Insurance, Banking, and Financial Services
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