Job scope:

• Acquiring clients and providing ongoing service to build and maintain long-term, sustainable relationships.
• Assist in creating financial plans for individuals and businesses.
• Support clients with risk management, wealth accumulation, retirement and legacy planning.
• Attend training sessions, workshops, and leadership development programs to accelerate your career growth.
• Conduct follow-ups with existing and new clients to assess their financial needs.
• Willing to take MAS examinations if necessary.

Career benefits:

• Basic + Sales Commission based.
• Monthly allowance $1.5k - $5k.
• Commissions + Incentives + Bonus.
• Personal mentoring with our agency leaders.
• Friendly and supportive environment.
• Opportunity for an accelerated career progression to management level.

Requirements:

• Local Polytechnic Diploma/Diploma of at least 2.5 years or 900 hours, GCSE 'A' Levels Certificate or higher.
• At least 21 years old (regulatory requirement).
• Required to take 4x CMFAS Papers: RES5, M9, M9A, Health Ins (HI) (Training will be provided)
• Able to work independently and as part of a team.