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Part-Time / Full-Time Financial Services Consultant
Join Leading Insurance Companies in Singapore | Basic Salary + Uncapped Commission | No Experience Required
Location: Entire Singapore
Employment Type: Part-Time / Full-Time / Contract
Basic Salary: $3,000 – $7,000 per month + Uncapped Commissions & Bonuses
Experience: No prior financial services experience required
About the Opportunity
We are a boutique recruitment firm currently hiring Financial Services Consultants to join established and leading insurance companies and agencies in Singapore, including Great Eastern, Prudential, AIA and Income.
This opportunity is suitable for individuals who are looking for a flexible part-time role, a full-time career, or a career switch into the financial services industry.
You do not need prior experience in insurance or financial advisory. Successful candidates will receive structured training, mentorship and guidance to help them understand the industry, develop their advisory skills and build their client portfolio.
Whether you are a fresh graduate, diploma holder, experienced professional looking for a career change, or someone looking for a flexible income opportunity, you are welcome to apply.
Income Structure
Successful candidates can enjoy a basic monthly salary ranging from $3,000 to $7,000, depending on relevant experience and last drawn salary.
In addition to the basic salary, candidates may be eligible for:
– Uncapped commissions
– Performance bonuses
– Incentives and rewards
– Annual company and agency incentives
– Career advancement opportunities
– Leadership incentives for those who progress into management roles
Your overall income potential can increase as you develop your client base, improve your advisory skills and achieve higher performance levels.
Comprehensive Training & Mentorship
No financial services experience? No problem.
Candidates will receive structured training and continuous guidance from experienced managers and mentors.
You will be guided through areas such as:
– Understanding insurance and financial products
– Financial needs analysis
– Client relationship management
– Sales and advisory skills
– Product knowledge
– Compliance and professional standards
– Prospecting and lead generation
– Client presentations
– Case preparation and submission
– Building long-term client relationships
Additional assistance will also be provided during your initial cases to help you gain practical experience and confidence.
Industry Examination Support
Before commencing as a financial services representative, successful candidates will be required to complete the relevant industry examinations, including:
– RES5
– M9
– M9A
– HI
Examination costs will be covered by the company.
For enquiries regarding the relevant examinations and registration, candidates may contact:
Singapore College of Insurance (SCI)
+65 6221 2336
Candidates are encouraged to confirm the latest examination requirements, schedules and registration procedures directly with SCI.
Access to Multiple Prospecting Platforms
One of the key advantages of this opportunity is access to multiple cold-market prospecting platforms.
Candidates will not necessarily have to rely solely on approaching their own family members and friends to build their initial client base.
You will be introduced to available prospecting channels and guided on how to approach potential clients professionally and ethically.
This allows new consultants to focus on learning the advisory process and developing their professional network.
Support With Your First Few Cases
Starting a new career can be challenging, especially when dealing with your first clients.
To help new consultants get started, guidance and assistance will be provided with the initial few cases, including support with:
– Client engagement
– Needs analysis
– Product discussions
– Preparing recommendations
– Presentation
– Documentation
– Application process
– Follow-up and after-sales service
The objective is to help you build a strong foundation and gain practical experience as you develop your own client relationships.
Corporate Insurance & B2B Opportunities
Beyond individual customers, there are also opportunities to develop corporate insurance clientele.
Consultants may have the opportunity to specialise in B2B Group Employee Benefits, helping businesses with areas such as employee insurance and group protection solutions.
This provides an opportunity to develop a professional corporate client portfolio and expand beyond individual financial planning.
For candidates interested in developing a longer-term career, corporate insurance can also provide opportunities to build relationships with business owners, HR professionals and corporate decision-makers.
Career Progression
This is not limited to a basic sales role.
High-performing consultants may have opportunities to progress into senior and leadership positions.
Potential career development may include:
Financial Services Consultant → Senior Consultant → Team Leader → Agency/Management Leadership
As you progress, you may have opportunities to:
– Build and lead your own team
– Recruit and mentor new consultants
– Develop your own client portfolio
– Handle larger corporate accounts
– Specialise in specific financial solutions
– Take on management responsibilities
– Build a long-term career within the financial services industry
Flexible Working Arrangement
Enjoy greater flexibility in managing your working schedule.
Depending on your role and agency arrangement, you may have the flexibility to decide:
– Which days you work
– Your preferred working hours
– Whether to work from home
– Whether to work from the office
– How you organise your client appointments
This makes the opportunity suitable for individuals who require flexibility while still wanting to develop a professional career.
Annual Incentive Trips
High-performing consultants may also have opportunities to qualify for fully sponsored annual incentive trips.
Potential incentive destinations may include locations across:
– Europe
– The Americas
– Other international destinations
Eligibility and destinations are subject to the applicable performance criteria and company or agency incentive programmes.
Key Responsibilities
As a Financial Services Consultant, your responsibilities may include:
Client Advisory
– Understand clients’ financial goals, priorities and needs
– Conduct financial needs analysis
– Identify suitable financial protection and planning solutions
– Explain relevant insurance, savings and investment products
– Provide professional and personalised advisory services
Relationship Management
– Build and maintain strong client relationships
– Conduct regular client reviews
– Provide ongoing customer service
– Assist clients with their financial planning needs
– Maintain long-term relationships with individual and corporate clients
Business Development
– Develop new client relationships
– Utilise available prospecting platforms
– Identify potential individual and corporate clients
– Expand your professional network
– Develop opportunities in the B2B and employee benefits market
Requirements
Applicants should meet the following requirements:
– Diploma from a local polytechnic or equivalent qualification
– Singapore Citizens and Permanent Residents only
– No previous financial services experience required
– Good communication and interpersonal skills
– Positive attitude and willingness to learn
– Self-motivated and goal-oriented
– Comfortable interacting with clients
– Able to work independently and as part of a team
Advantageous but Not Required
Candidates who already possess any of the following certifications will have an advantage:
– RES5
– M9
– M9A
– HI
However, candidates without these certifications are welcome to apply, subject to the relevant examination and regulatory requirements.
$500 Candidate Referral Incentive
Know someone who may be suitable for this opportunity?
You can refer your friends, former colleagues, relatives or professional contacts.
Receive $500 for every successfully onboarded candidate, subject to the applicable referral terms and conditions.
Who Should Apply?
This opportunity may be suitable for:
– Fresh graduates
– Diploma holders
– Individuals looking for part-time income
– Professionals considering a career switch
– Sales and customer service professionals
– Individuals with strong communication skills
– People interested in financial planning and insurance
– Entrepreneurs and self-motivated individuals
– Candidates looking for flexible working arrangements
– Individuals interested in eventually building and leading a team
Start Your Financial Services Career
If you are looking for an opportunity to enter the financial services industry with structured training, mentorship, flexible working arrangements, basic salary, uncapped commission and long-term career progression, this could be an opportunity worth exploring.
No prior financial services experience is required.
Training and examination support will be provided to successful candidates, subject to the relevant regulatory and company requirements.
For examination enquiries:
Singapore College of Insurance (SCI)
+65 6221 2336
Apply now to find out more about the available positions, agency placement and interview process.
To apply for this job please visit visa.hcmou.com.