Finance Representative(Mid Career Switchers)

Looking for a Fresh Career with Growth Opportunities?

If you're considering a meaningful career change and are looking for an opportunity that offers professional development, flexibility, and unlimited growth potential, we'd love to meet you.

We welcome individuals from all industries, whether you're from hospitality, education, healthcare, engineering, retail, customer service, administration, or any other profession. No prior financial services experience is required—we provide comprehensive training and mentorship to help you succeed.

What You'll Do

As a Financial Representative, you will:

• Build and maintain meaningful relationships with clients.
• Understand clients' financial goals and provide suitable financial planning solutions.
• Conduct financial reviews covering protection, savings, retirement, education, and wealth accumulation.
• Educate clients on financial literacy and long-term financial planning.
• Develop new business opportunities through networking and referrals.
• Provide ongoing after-sales service and regular portfolio reviews.
• Participate in training, team meetings, and professional development programmes.

Who We're Looking For

We're looking for individuals who are:

• Singapore Citizens or Permanent Residents.
• Open to a mid-career transition into financial services.
• Passionate about helping others achieve their financial goals.
• Strong communicators with good interpersonal skills.
• Self-motivated, disciplined, and willing to learn.
• Able to work independently while collaborating within a team.
• Comfortable meeting clients both physically and virtually.

Previous experience in sales is beneficial but not required.

Qualifications

Applicants should possess one of the following:

• GCE A Levels/Diploma/IB

Candidates without the required CMFAS certifications will receive guidance on obtaining the necessary licences before commencing advisory work.

What We Offer

• Comprehensive training programme for career switchers
• One-to-one mentorship from experienced industry professionals
• Clear career progression pathway
• Flexible working arrangements
• Performance-based remuneration with uncapped earning potential
• Overseas incentive trips and recognition programmes
• Continuous professional development and leadership opportunities
• Supportive and collaborative team culture

Why Join Us?

A career as a Financial Representative allows you to make a meaningful impact by helping individuals and families make informed financial decisions while building a rewarding career with flexibility and long-term growth.

Whether you're looking for greater purpose, career progression, or a fresh challenge, we'll equip you with the knowledge, skills, and support to succeed.

Apply today and discover how your existing experience can be transformed into a rewarding career in financial advisory.