Financial Consultant

Our client is a Financial Advisory firm with one of the oldest insurers in Singapore. They have many openings for the Financial Advisor/Planner position The position focuses on providing financial planning, investment, and insurance solutions to both individual clients and corporate businesses. It offers a structured corporate track with opportunities to specialize in B2B corporate insurance and employee benefits. Responsibilities • Financial Advisory: Understand the short- and long-term financial goals of individual or corporate clients • Product Matching & Sales: Recommend and sell appropriate investment, insurance, savings, or group employee benefit solutions. • Relationship Management: Actively build, nurture, and maintain long-term relationships with clients to ensure retention and ongoing service. • Customer Service: Provide high-quality advisory experiences and excellent ongoing customer support. Requirements • Experience: No prior experience is required; comprehensive training, mentorship, and closing assistance are provided. • Regulatory Certifications: Candidates must pass 4 CMFAS exams before officially starting the role: • RES5 (Rules & Regulations for Financial Advisory Services) • M9 (Life Insurance & Investment-Linked Policies) • M9A (Life Insurance Law) • HI (Health Insurance) Note: Candidates who already hold these certifications are highly preferred (counted as a bonus). All papers will be covered Benefits • Lead Support: Access to multiple corporate cold-market platforms and lead generation channels, eliminating the need to prospect friends or family. • Training & Development: Fully sponsored exam costs, structured agency training, and management support to help close early cases. • Flexibility & Perks: Highly flexible work schedule (work-from-home or office options) and fully paid annual incentive trips to other countries It's a commission-based role Please send an updated resume to alfred.lai@paradigmrecruitment.com.sg if you are keen to apply for this position Alfred Lai EA Reg No: R1545971 EA License No: 21C0434