Sales Management
We are seeking driven individuals who were previously Financial Advisors, New Graduates, Career Switch, Back to work mums— launching as a Financial Advisor with a structured pathway to Associate Director within two years.
Our structured two-year programme is designed to fast-track exceptional talent from their first client engagement all the way to an Associate Director role, Senior Director/ Executive Director— with mentorship, training, and performance milestones at every stage.
Apply now to find out more details and possibilities.
JOB SCOPE
Client Acquisition.
Identify and prospect potential clients through networking, referrals, and outreach campaigns.
📊Financial Planning - Conduct comprehensive financial needs analyses and develop personalised financial plans aligned to client goals.
🛡️Risk Assessment- Evaluate client risk profiles and recommend suitable insurance, investment, and protection products.
💼Portfolio Management- Monitor and review client portfolios regularly, adjusting recommendations to reflect market changes and life events.
📋Regulatory Compliance- Adhere to all relevant financial regulations, licensing requirements, and ethical standards governing financial advice.
🎯Sales Targets- Meet monthly and quarterly production targets while maintaining high client satisfaction and retention rates.
📚Continuous Learning- Pursue ongoing professional development, certifications, and product knowledge training as required.
👥Client Relationship Management- Build long-term trust-based relationships through regular engagement, reviews, and proactive communication.
📈Business Development- Contribute to team growth by participating in events, seminars, and strategic business development initiatives.
Minimum Qualifications
- —Aged 21 years and above
- —Minimum Diploma in any discipline (Business, Finance, or related field preferred)
- —Fresh graduates, career switchers, Back-to-work mums welcome
- —No prior financial advisory experience required — full training provided
Apply now for a career discovery session.
Ideal Characteristics
- —Strong interpersonal and communication skills
- —Self-motivated with a results-driven mindset
- —High integrity and ethical standards
- —Resilient, coachable, and hungry to grow
- —Entrepreneurial spirit with a desire to build a lasting career
- —Comfortable with financial concepts and keen interest in the markets
What We Offer
Built for High Performers, Financial Advisors, Career Switchers and Back to work mums.
- Uncapped remuneration with allowance
- Earn based on your performance with no ceiling — your income reflects your effort.
- Structured Mentorship
- One-on-one guidance from senior directors with decades of industry experience.
- Industry Certifications
- Full sponsorship for relevant regulatory examinations and professional certifications.
- Fast-Track Promotion
- Clear, merit-based promotion criteria with a defined 24-month path to Associate Director.
- Ongoing Training
- Access to world-class product training, sales academies, and leadership development workshops.
- Vibrant Team Culture
- Join a high-energy, collaborative team that celebrates wins together and lifts each other up.