全职 Financial Advisor 工作, 薪水, TEAMJRO 公司招聘中 - Ricebowl

TEAMJRO is a purpose-driven organization guided by the philosophy of Inspire, Cultivate, Excel, with a focus on developing people and empowering financial confidence. The team delivers holistic financial planning supported by education, mentorship, and leadership development. Key areas of impact include financial literacy, retirement and healthcare planning, leadership development, talent growth, and community education. TEAMJRO measures success through the positive, long-term impact made in the lives of clients and communities. TEAMJRO operates as a group of agency units of Prudential Assurance Company Singapore.

Role Description

This is a full-time Financial Advisor role based in Singapore. The Financial Advisor will meet with clients to understand their financial goals, assess their current financial situation, and develop tailored financial and retirement plans. The role includes advising on investments, insurance, and healthcare planning, as well as providing ongoing reviews to ensure strategies remain aligned with client objectives. The Financial Advisor will conduct educational sessions to improve financial literacy, participate in mentorship and leadership development initiatives, and maintain compliance with regulatory and company standards. Collaboration with internal teams and proactive relationship management will be key to supporting both individual clients and broader community outreach efforts. Training and exploration on various CRM tools to get insights that lead to better engagement and optimise client engagement workflow. Assist in client lifecycle journeys, touchpoints, and automated communications.

Requirements

• Diploma or Bachelor's Degree in any discipline.

• Prior experience in financial advisory, banking, insurance, wealth management, or sales is an advantage but not mandatory.

• Excellent interpersonal and communication skills.

• Strong relationship management and consultative selling skills.

• Self-motivated with an entrepreneurial mindset.

• Ability to work independently and manage time effectively.

• Passion for helping clients achieve their financial goals.

What We Offer

• Attractive commission structure with performance-based incentives.

• Comprehensive training and mentorship programme.

• Career progression opportunities.

• Flexible work arrangements.

• Marketing and lead generation support (where applicable).

• Continuous professional development and certification support.

• Recognition programmes and overseas incentive trips.

Interested applicant do ‘Click Apply’.

Your information will be kept strictly confidential.

Company Info

Registration No.

202514113K