Pathfinder – Financial Services Consultant

Company
Pathfinder
pruadviser.com.sg
Designation
Financial Services Consultant
Date Listed
05 Jul 2021
Job Type
Entry Level / Junior Executive
Full/Perm
Job Period
Flexible Start, Permanent
Profession
Insurance
Industry
Insurance
Location Name
450 Alexandra Road, Singapore
Address
450 Alexandra Rd, Singapore 119960
Map
Allowance / Remuneration
$2,500 - 5,000 monthly
Company Profile

Pathfinder is a group of agency units representing Prudential Assurance Company Singapore (Pte) Ltd. Our team BQ6 is expanding and if you're looking for a fun and loving team, and strongly motivated to make a difference in life, our team would definitely be glad to meet you!

Be assured that as much as we're working hard for our career, we play hard together as well. We are also currently working on generating content on social media to let more people understand our fun side besides our usual "FC" persona. If this is something you're looking for, you know where to reach us 🙂

Job Description

Here's what 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
  • 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

Experience is not required as coaching and training will be provided. To find out more, just click "Apply Now" or reach out to us and we’ll get back to you asap 🙂

This position is already closed and no longer available.  You may like to view the other latest internships here.

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