Job description for Student Financial Planner (Flexible Working Hours) at Pag Advisory Pte Ltd
PAG Advisors is redefining the financial advisory landscape with our "Care Creates Culture" philosophy. We are looking for motivated students and undergraduates to join us in a role that prioritizes professional advisory over aggressive prospecting.
Forget "friend-sourcing." We remove the biggest barrier to entry by providing you with qualified leads generated from our signature corporate seminars and health wellness lunch talks.
The 24-Month Growth Roadmap
You won't just be "selling"; you will be following a structured development path:
Year 1 (Foundation): Focus on mastering the "Power of 4" core protection products—Income, Critical Illness, Hospitalization, and Basic Savings.
Year 2 (Specialization): Upskill into Legacy Planning and High-Net-Worth (HNW) strategies, moving from protection to generational wealth preservation.
Responsibilities
Strategic Engagement: Follow up with prospective leads interested in specialized corporate seminars, such as CPF optimization and estate planning.
Needs Analysis: Conduct comprehensive financial reviews to identify client goals and recommend tailored "Protection First" solutions.
Relationship Management: Provide continuous support, ensuring clients remain confident in their financial journey.
What We Offer
Financial Stability: A basic allowance of up to $1,500/month plus uncapped commissions.
Warm Lead Provision: We provide the prospects; your focus is on conversion.
Structured Mentorship: One-on-one guidance from a Wealth Solutions Manager through a dedicated 24-month roadmap.
Flexibility: A schedule designed to accommodate university commitments.
Professional Development: Comprehensive paid training in CPF LIFE, tax optimization, and estate planning.
Requirements
- Minimum Qualification: GCE‘A’ Levels or a Local Polytechnic Diploma in any field.
- Age: 21 years and above
- Communication: Strong interpersonal and management skills.
- Attitude: High level of motivation and keenness to learn in a fast-paced environment.
Students and undergraduates are highly encouraged to apply. No prior experience is required.
