Prosperity Navigator

2 weeks ago


Singapore beBeeStrategist Full time

Key Responsibilities:

A Financial Strategist plays a pivotal role in conducting thorough financial assessments, fostering long-term client relationships, and utilizing digital platforms to engage clients. The ideal candidate will possess a local Polytechnic Diploma or Degree and be willing to undergo training to obtain the necessary licenses.

About the Role:

  • Conduct in-depth financial assessments across insurance, investments, and retirement planning
  • Foster and maintain long-term client relationships built on trust and expertise
  • Leverage GEN's digital tools to deliver exceptional client experiences
  • Complete licensing exams (sponsored by GEN) to enhance professional qualifications
  • Participate in ongoing training and team development activities

Career Advancement Opportunities:

  • $30,000–$60,000 in Year 1, top performers exceeding $100k
  • Structured career progression: MDRT path, mentorship, and development opportunities
  • Flexible schedule; individual performance directly impacts earnings
  • Pursue entrepreneurial success by building your own business within a supportive framework

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