Job description for Financial Planners/ Financial Consultants at PhebeYeo & Associates
Growing With Us
FINANCIAL CONSULTANT
At the Advisors Group (TAG) we are committed to providing all-rounded financial planning solutions to preserve wealth and secure assets. Join our diverse team to make a difference!
Who We Are Looking For?
Graduates (Dip/Degree)
Mid-career switchers
Those who want to explore an extraordinary career
Goal oriented individuals
No sales experience is needed, training provided
Business & Management Support
One-on-one training and guidance
iPad provided for contracted consultants
Business generation to build up a clientele base
Digital marketing to enhance personal branding
Overview
You will:
Create solutions to meet financial needs and goals
Furnish clients with appropriate information for them to make informed decisions
Assist clients with claims and provide clarifications on their policies
Provide relevant market insights
Benefits
$1.5k - $5k monthly allowance and benefits*
Candidates with management & sales experience:
$4k - $10k monthly allowance & benefits*
Flexible schedule & WFH opportunities
Company & agency sponsored incentive trips*
Career progression to management*
Option to explore specializations: Estate & planning, Retirement Specialist, Corporate
insurance and more.
Talk to us for more information!
Requirements
Candidates must possess at least:
Candidates must be at least 21 years old,
A full certificate in GCE ‘A’ Level,
International Baccalaureate Diploma qualification
Diploma awarded by a Polytechnic in Singapore, or any other academic qualification which is
equivalent to the above qualification
*Terms & Conditions apply. Commissions & Incentives are payable based on individual performance. 106/18May23
TAGROUP
A GROUP OF AGENCY UNITS OF PRUDENTIAL ASSURANCE COMPANY SINGAPORE (PTE) LTD REG. NO 199002477Z
