Financial Consultant

2 weeks ago


Singapore VIO Full time

We are seeking a highly motivated and experienced Financial Consultant to join our team.
As a Financial Consultant, you will provide comprehensive financial planning services to our clients
and help them achieve their financial goals.

You will be responsible for analyzing our clients’ financial situations, developing financial plans, and
providing ongoing advice and support.

In this role, you will represent Prudential Assurance Company Singapore (PACS) to provide sound
financial advice to clients. With extensive trainings to boost your knowledge in our wide range of
product suite, you will analyse clients’ gaps in their financial objectives.

Make a difference in LIVES by advising on protection for the future and preparing for longevity.

**Job Description**:

- Provide advice on future planning through protection and/or wealth accumulation policies
- Establish good clientele (individuals and/or companies)
- Maintain long-term relationships with clients through periodic financial health reviews and

servicing on portfolios
- Cultivate entrepreneurial aspirations - conduct business while compliant and adhering to PACS

internal guidelines
- Build and maintain strong relationships with clients
- Collaborate with other professionals, such as tax advisors and estate planners, to provide holistic

financial advice
- Provide ongoing financial advice and support to clients
- Flexible work arrangement that allows work-life balance
- Career progression - choice of professional or management routes
- Medical and insurance coverage (terms and conditions apply)Who we are looking for
- Exhibit ability to deliver effective communication and excellent interpersonal skills
- Possess strong leadership qualities and a mind towards excellence
- Analytical and strong problem-solving abilities
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- The burning desire to succeed

How we keep you happy
- Allowance schemes of $2500-$5000 per month*
- Commission*
- Bonuses (quarterly and year-end)
- Incentives* for new comers, sales and leads management
- Awards* (i.e. minimum 2 overseas trips per year)
- Terms and Conditions Apply. Commission and Incentives are payable based on individual

performance.

Job Requirements
- At least 21 years of age (regulatory requirement)
- Minimum academic qualification of a full certificate in GCE ‘A’ Level, International

Baccalaureate Diploma qualification, Local diploma awarded by a polytechnic in
Singapore or equivalent

This role will require you to attain CMFAS certifications
- M5 (Rules & Regulations for Financial Advisory Services)
- M9 (Life Insurance & Investment-Linked Policies)
- M9a (Life Insurance & Investment-Linked Policies II)
- Health Insurance

Group Agency Director
Vivian He
Vivian Inspire Organisation (VIO)
a group of agency units of Prudential Assurance Company Singapore (Pte) Ltd
Reg. No. 199002477Z

452/31May23

Diploma/ Advance Diploma



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