Financial Planning Advisor

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

jiawei@placement.com.sg

I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

🌟 Build a Meaningful Career as an Insurance Advisor

Empower lives. Grow your income. Create your future.

Are you passionate about connecting with people and seeking a career that offers strong growth opportunities? Join our client's growing team as an Insurance Advisor, where you will support individuals and families in safeguarding their future while developing a rewarding professional journey.

💼 What You’ll Do

  • Understand clients’ financial objectives and provide suitable insurance and protection recommendations based on their needs.
  • Develop lasting client relationships by delivering professional guidance and continuous support.
  • Help clients understand financial planning concepts, risk protection, and strategies to secure their future.
  • Grow your client portfolio through networking, referrals, and personalised client engagement.
  • Support clients after policy implementation through regular reviews and ongoing service to maintain satisfaction.

✨ Who They’re Looking For

  • Diploma / Degree holders (any discipline welcome)
  • Strong communication and interpersonal skills
  • Self-motivated, goal-oriented, and resilient
  • Enjoys meeting people and helping others
  • Willing to learn and develop within the financial services industry

🌱 What They Offer

  • Basic salary (Starting from $3,000) + attractive performance incentives
  • Professional certifications fully sponsored
  • Comprehensive training & mentorship (no experience needed)
  • Clear career progression & leadership opportunities
  • Flexible working arrangements
  • Supportive team culture with recognition and rewards

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.