Financial Planners/ Financial Consultants

• 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