We are looking for Senior Advisers / Advisers. Their responsibilities are:
- To conduct simple financial planning using the company’s prescribed methodology using needs-based analysis for retail clients.
- Recommend traditional insurance and investment solutions according to needs of clients.
- Conduct regular review for existing clients to ensure previously recommended solutions continue to be relevant to clients’ needs.
- To support Private Wealth Planners by conducting product research, product comparisons and recommend appropriate solutions using traditional insurance and investment products.
Compensation scheme:
- Primarily through commissions from product sales.
Mandatory requirements are:
- Full-time, no part timer. Willing to work at least 40 hours a week.
- Singapore citizen or Permanent Resident.
- Passed MAS’s compulsory examinations such as CMFAS M5, M8, M9 and HI
- Diploma from a recognise tertiary institution.
- Excellent communication skills both in writing and oral.
- Pleasant personality.
- Able to work independently and as well as excellent team player.
- No criminal record and not currently a bankrupt.
- Does not have a poor reputation. Those from the financial advisory industry must not have been disciplined for mis-selling, churning and misrepresentations.
- Minimum 1 year experience.
Successful candidates enjoy the following benefits:
- Compulsory training program for new advisers conducted by in-house experts.
- Weekly in-house training conducted by company that covers both hard skills and soft skills such as product trainings, prospecting skills, objection handlings, advisory skills, ethics and compliance.
- All trainings come with CPD hours – no more worries about CPD hours!
- Rent-free usage of professionally decorated office rooms that open 24x7 for meeting clients and prospects. Convenient office location that is walking distance from the circle line MRT station.
- Free usage of office telephone for communicating with clients and prospects.
- Free usage of high speed office broadband for advisory work.
- Absolute and immediate vesting (no more worries about losing all your recurring commissions when you quit!).
- Competitive choice of either “bonus” or “banding” system.
- Usage of sophisticated investment platforms (no more restricted to ILPs!)
- Monetary incentives for achieving CFP or ChFC.
- The chance to be promoted to Private Wealth Planners (i.e. a chance to be truly a professional consultant by charging fees!).
- Able to sell products from 12 insurers.
- Able to sell funds from 30 fund houses.
- Mortgage brokerage for 10 banks.
- Able to sell high networth products such as alternative investments.
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