Financial Adviser Representative
Whether you are a fresh graduate looking to start a career in the financial industry, an individual looking for a career switch, or an experienced Insurance and Financial practitioner with loads of passion, we have the right platform to ensure your success as a Financial Adviser Representative. Through our effective training programmes, rest assured that your career path is well crafted to ensure success.
Looking to start a career in the financial industry? Why not consider a career that offers you the opportunity to optimise your potential? At Beacon Advisers, we have the right systems and platform to help you excel in the career and achieve your goals.
Requirements:
- Desire to develop a career vs working in a job
- Entrepreneurial
- Self-driven and dynamic
- No experience required, training will be provided
- Enjoy challenges
Minimum industry qualifications (for both the above paths):
- 21 years and above
- Candidates must possess at least a GCE ‘A’ level certificate/ Diploma*^/Advanced Diploma*^ from a recognised institution
- Singaporean/ Singapore PR/ Valid working pass^ in Singapore
*Minimum of 900 hours is required
^Subject to regulatory requirements
Managerial Path
Looking for a managerial role that allows you to guide and mentor others to success? If you are an experienced Financial Adviser Representative who is looking to manage a team of your own, come on board our management team to grow the organization with us.
Requirements:
- Self-driven and dynamic
- Motivated to lead new advisers
- Strong desire to build and develop team
- Able to take up new challenges
- At least 4 advisers in your team
Job Responsibilities
- Personally meet with clients to assess their financial situation in order to present a financial plan that includes both short- and long-term financial goals.
- Help clients with financial planning decisions for retirement, education, day-to-day expenses and investments.
- Reaching out to prospective clients and building a strong customer base.