Financial Advisor
5 days ago
**Job Brief**
We are looking for people who are passionate about serving people. At Life Inc., we serve people from all walks of life because we believe that everyone deserves to be financially free. We have extensive product offerings that will take care of our client’s wealth accumulation, protection, and distribution needs. You will be trained and mentored by experienced managers to become proficient in giving relevant advice. More importantly, you will learn to be your client’s trusted friend advisor.
**About Life Inc**
We are an insurance-based financial services agency that is committed to doing good for people and the world through financial planning. As financial advisors, we care and go beyond providing solutions to individuals, families, and companies. Keeping life going the way people want regardless of time is what we stand for.
Being in the business of people, we built a strong community of caring, like-minded individuals who believe in making a difference to people. Together, we work towards protecting lifestyles and dreams by keeping individuals, families, and companies together, regardless of time. Our promise to the people we serve is never to have a lack of finances to be in the way of having options. Because everyone matters.
**Job type**:Full time
**Remuneration**:Base $2,000-$2,500/month
- Market research and analysis on investment and money markets to always be on top of the latest trends so as to provide clients with the best opportunities.
- Assess clients' needs and goals and analyze their current financial status to provide a holistic view.
- Thoroughly understand the pros and cons of the solutions recommended to clients that can accurately address their needs and goals.
- Execute strategies and handling the paperwork on behalf of clients
- Monitor accounts to keep yourself informed and updated on your clients’ changes in circumstances.
- Follow MAS and insurance regulations
- Research investment opportunities to present alternative income sources
- Having conversations with clients to help them realize and close their financial gap.
**Requirements**:
- Singapore or SPR
- At least 21 YO (MAS requirement) Min. A level or diploma/degree
**What you can get out of this career**:
**Personal development**
To be a leader and know how to be a great one
Get to be an entrepreneur to know how it is like to develop your business.
To be an efficient project manager
Gain clarity of what you want in life
Gain clarity of your purpose
To be able to empathize with people
To be a great listener to what people are really dealing with
To gain fulfillment by helping others achieve financial stability
To become an effective negotiator and communicator
To gain knowledge of financial stability
To be in a community that supports one another
Develop critical thinking skills and solve problems
**Career progression**:
Professional Route: Financial Consultants, Executive Senior Financial Consultants
Management Route: Executive Manager, Executive Senior Manager, Associate Director, Director
**This career is suitable for you if you are**
- Passionate about making a difference
- Driven by helping people and making their lives better
- Considering a career in insurance and financial planning
- Customer-oriented
- A great listener with empathy
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