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Join Us

Job Scope 

  • Assessing and analysing the client’s financial situation and identify shortfalls

  • Assisting clients to establish financial goals

  • Presenting clients financial plan with short- and/or long-term goals

  • Meeting with the client regularly to assess if recent life changes will affect the financial plan

  • Providing advice and recommendation on a variety of insurance plans

  • Providing quality pre- and post-sales services

  • Building a client base and identify prospective clients 

  • Cultivating relationships with existing and prospective clients

Requirements

JOB REQUIREMENTS

1. Full certificate in GCE ‘A’ Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent. Degree holders are preferred.
2. Good knowledge of banking, wealth management & insurance products is an added advantage
3. Excellent customer focused mindset
4. Personable, sincere, strong integrity & determination
5. At least 21 years old (regulatory requirement)
6. All Prudential Financial Consultants are required to attain CMFAS certifications M5, M9, M9A and CHI

Alliance Belief, an agency unit of Prudential Assurance Company Singapore (Pte) Ltd
Reg. No. 199002477Z

Come Work With Us

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I may contact Kenley Tan , a representative of PACS at kenleytansc@pruadviser.com.sg on how I may access and correct my personal data or withdraw consent to the collection, use or disclosure of my personal data.
 
I understand that I can refer to Prudential Data Privacy, which is available at https://www.joinpru.com.sg/privacy-notice/ for more information.

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