About us
Founded and established in 2020, STO is a new startup company specializing in the financial advisory industry.
At STO, we understand that life is either a daring adventure or nothing at all. Great things in business are never done by one person. We're done by a team of people with big audacious goals. We love to work with aspiring individuals who are aware of their strengths and weaknesses. Your progress and quality of life will be of utmost importance and we will be with you every step of the way.
As we are expanding our team, we are looking for like-minded, young and driven individuals to join us!
Our Vision
Hold the Vision, Trust the Process. We have a proprietary system in place to get you going towards success while being far-sighted to guide you through life’s unknown. We believe that perfection is achieved through clarity and commitment to service excellence.
Our Mission
STO is on the mission to raise the standards of the financial advisory industry to do things better, simpler and rewarding so that clients may achieve their financial goals effectively and have a life well-lived for themselves and their loved ones.
Our Culture
Every advisor shares an unwavering commitment towards service excellence, reflecting STO’s spirit of empowerment, reliability and diligence. We believe that an organization is only as good as its people.
Student Advisor Part-time / Intern
If you want to earn extra pocket money while studying, and/or want to know more about the financial advisory industry, then we want YOU to join us!
What we provide :
1. One to one coaching with MDRT (Million Dollar Round Table)
2. In-depth exposure to the financial advisory industry
3. Extensive insights into the financial advisory process and sales cycle
4. Useful knowledge acquired in Financial Planning
5. Compulsory certifications for you to enhance your resume!
Job Description
Analyze clients' financial statuses (e.g. income, expenses, and liabilities)
Understanding our client's needs and wants
Provide financial advice supported by proper fact-finding based on clients' financial goals
Recommendation of financial solutions with the client’s best interests in mind
Build strong relationships to retain existing clients
Maintain updated knowledge of regulations, practices, and financial products
Job requirements
At least a Diploma/Bachelor Degree or relevant certifications in any discipline
At least 21 years old
Entrepreneurial and Sales-Driven
Analytical, meticulous and customer-oriented
Able to adapt fast as it is a fast-paced environment
Possess good communication skills
No sales experience needed
Related Job Searches:
- Company:
Sheron Tan's Organisation (STO) - Designation:
Student Advisor - Profession:
Insurance - Industry:
Insurance - Location:
Sembawang