We’re looking for a Financial Wellness Associate to join our team. If you’re someone who enjoys coaching others, simplifying complex ideas, and making a real impact on people’s lives, this is the career path for you.

You will act as a guide for our clients, helping them navigate the often-confusing world of financial protection and wealth building. Your goal is to move them from "uncertain" to "secure" by auditing their current financial health and designing a roadmap that actually fits their life.

Your Focus Areas

Health Audits: Conduct check-ins to assess client needs and identify gaps in their financial "wellness" (protection, savings, and claims).

Education & Simplification: Use Canva and Excel to create clear, easy-to-understand plans that take the stress out of financial decisions.

Relationship Management: Build long-term trust through consistent follow-ups and personalized account oversight.

Operational Excellence: Manage the administrative side of client accounts, ensuring all claims and payments are handled with precision.

Why You’ll Love It Here

The "North" Perk: Save the commute. Work from our vibrant hub at Woods Square with a hybrid-flexible schedule.

Incentive Growth: A structured base pay plus performance-based bonuses and commissions. Your success is directly rewarded.

Supportive Culture: We prioritize a collaborative, inclusive environment where mentorship is the standard, not the exception.

Career Evolution: Start as an Associate with a clear, documented path to Senior Consultant or Team Lead.

What We’re Looking For

Education: Local Polytechnic Diploma / A-Level equivalent & above.

Communication: Exceptional English skills and a natural ability to build rapport.

Tech Proficient: Comfortable with Google Workspace, Excel, and Canva.

Citizenship: Open to Singaporeans and Permanent residents only.