Financial Consultant - [Full Time / Basic up to $5,000] 107202

Pathfinder is a group of agency units representing Prudential Assurance Company Singapore (Pte) Ltd. Our team BQ6 is expanding and if you're a fun and loving person who is strongly motivated to make a difference in life, we would love to meet you over a coffee session ;)

Job description

Are you tired of not having control over your time, salary and progression? Here's the 3Ms you can expect from the role of Financial Consultant:

Monetary:

• Full control of your income, achieve financial freedom
• Attractive commissions, incentives and bonuses on top of your basic salary
• Awards & incentives for outstanding achievements

Meaning/Purpose:

• Good financial planning = better future & life for others
• Offer accurate & appropriate advices to aid others in making wise decisions to reach their financial goals
• Help others to be well protected in cases of illnesses & accidents
• Be someone's helping hand with your knowledge even if they're not your client

Mentorship:

• Career progression
• 1 to 1 coaching with Agency Leader
• Monthly and weekly trainings & reviews
• Workshops and events from reputable speakers & mentors

What are the responsibilities for a Financial Consultant?

• Be knowledgeable and share accurate advices on the products and services available
• Establish clients’ financial objectives after doing profile analysis
• Strategise on how to achieve Clients’ goals
• Follow-up and revise their financial plan periodically

Requirements:

• At least a full certificate in Diploma awarded by a polytechnic in Singapore or equivalent / Degree or above
• Good knowledge of banking, wealth management & insurance products is an added advantage but not required
• At least 21 years old. This is a regulatory requirement by MAS
• *CMFAS certifications M5, M9, M9A and HI
• Experience is not required as coaching and training will be provided
• Customer oriented and have strong grit
• Attire: Corporate Wear

*Relevant support and guidance will be provided to shortlisted candidates for the examinations. All costs required shall be fully subsidised by the company

To find out more, just apply or reach out to us and we’ll get back to you asap : )

If you have questions about this job, please click on apply. The employer will contact you then.