Financial planner

TOTAL ACCOUNTING SOLUTIONS KNOWLEDGE (TASK) PTE. LTD.
  • Job category
    Banking and Finance
  • Job level
    Fresh/entry level
  • Contract type
    Full Time
  • Location
    Islandwide
  • Salary
    S$1500 - S$8000

Job Description

You will be representing a household brand insurance company that offers life insurance, health insurance, savings plans, investment plans, general insurance and commercial insurance.


Full subsidy exam fees and comprehensive training programme will be provided to assist short listed candidates. Our training will develop core competencies in planning for clients, and implementation of these proposals. Build a rewarding and satisfying career that allows you every opportunity to realize your full potential.


A basic allowance + sales commission awaits candidates with the right pre-requisites. In addition, various supports are given to help newbies to start their career including warm leads and hotline leads to help you kick start your career.


We are seeking individuals with a dynamic personality to be part of our big family. Selected candidates will be trained to build and nurture strong relationship with clients. As part of the training programme, your role is to serve clients in areas including

1) Legacy Planning

2) Portfolio Planning

3) Insurance Planning

4) Mortgage Planning

5) Investment Planning

6) Retirement Planning

7) Business Planning


If you are someone we are looking for, please send us a detailed resume in MS Word format. We will contact you shortly.

1) 4 GCE O Levels credit

2) Minimum A levels / Local Diploma / Degree in any field

3) Being meticulous and self-motivated

4) An ability to communicate with people at all levels

5) Strong integrity and outgoing personality

6) Fresh graduates, housewives and students are welcome


Closing on 28 Jan 2021

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