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Updated: Aug. 1, 2016

Career: Associate Financial Planner

Who are we?

We are the new kid on the block, positioned to rock the financial services industry in Singapore, and we aim to provide our customers a service, and solutions which will both empower them to have absolute control over their financial decisions, and be rewarded handsomely for it.

Fin-ally, our customers will have a chance to take full charge in planning their lives!

We provide an extensive range of financial solutions from insurance providers, and fund management houses for our customers on a non-traditional platform, at unconventional pricings, and we are looking for individuals to join us on this exhilarating journey.

Job Description

  • Identify and qualify prospects (individuals and companies) who will benefit from our online and offline services and solutions
  • Meet and present financial advice and solutions to qualified prospects
  • Ensure that the detailed and regulatory fact find information are duly collated
  • Continue to service the clients’ needs
  • Constantly ensure a rhythm of sales and marketing activities
  • Be constantly present, and active on a range of social media to promote our solutions 

You’ll need:

  • A basic diploma or degree from any discipline
  • Minimum 3 years in the financial services industry
  • An aptitude to learn new and innovative ways of market financial services
  • A passion to meet new people, and to be a part of their financial planning process
  • Excellent communication skills
  • An active and respectable Facebook or Instagram/ Twitter account
  • Met all regulatory exams and requirements  such as M5 M8 M9 and HI.

What’s in it for you?

  • You will be part of the pioneer sales team that will shake up the insurance industry in Singapore.
  • Fixed monthly salary
  • Rewarding commissions
  • Build your network and portfolio of customers