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Financial Planner

3 weeks ago

Downtown Core, Singapore PAG Advisors Full time

**Join Our Team as a Financial Planner at PAG Advisors**

Are you seeking a career that offers work-life integration and remote work flexibility?
Do you want to be recognized and rewarded for your performance?

As part of PAG Advisors' exciting growth plans in the financial services industry, we are looking for ambitious individuals to join us as **Financial Planners**.

**Why Join Us?**

At PAG Advisors, we will provide you with prospective leads to engage, requiring only that you follow up and provide financial planning. **No need to reach out to friends**. Our approach ensures that you can focus on honing your expertise without the pressure of sourcing your own leads. This is why our salesforce has grown significantly, as we offer a permanent role with a base salary and high incentives.

**Responsibilities**:

- Assist commercial and retail clients with their insurance/investment financial planning needs
- Follow through the entire sales cycle (prospecting > negotiations > closing deals > after sales servicing > maintain & nurture relationships)
- Assess clients' current financial portfolios, identify gaps, and recommend solutions
- Ensuring clients' financial plans evolve with life changes and market conditions
- Provide ongoing investment updates, advice and after-sales claims/paperwork assistance
- Increase appropriate knowledge to assist clients with their investment and retirement portfolio

**What We Offer**:

- Remuneration includes basic allowance + commission + quarterly bonuses
- Uncapped salary with basic allowance of up to $5K/mth
- Comprehensive paid courses and training before starting work.
- No specific qualifications required; we value your ambition and drive.

**Requirements**:

- Minimum Local Diploma and/or GCE “A” Level Certificate Holder
- 21 Years Old and above

**Skills that We Are Looking In You**:

- Strong management and communication skills
- Keen to learn and highly motivated
- No experience required as training will be provided
- Students/Undergraduates are welcome to apply
- Agile learner, proactive and resilient
- Students/Undergraduates are welcome to apply

**Job Types**: Full-time, Part-time, Permanent, Fresh graduate, Student job

Pay: $2,000.00 - $3,000.00 per month

Expected hours: No more than 40 per week

**Benefits**:

- Employee assistance programme
- Employee discount
- Flexible schedule
- Professional development
- Promotion to permanent employee
- Work from home

Schedule:

- Monday to Friday

Supplemental Pay:

- Commission pay
- Overtime pay
- Performance bonus
- Yearly bonus

Work Location: Hybrid remote in Singapore 189767