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SF

Financial consultant (Work from anywhere)

Synergy Financial Advisers Ltd
Posted 6 hours ago
🇸🇬Singapore🏠Remote📁Finance
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🚀 Join One of Singapore's Premier Financial Advisory Firms

Build a Career Where Quality Leads, Professional Growth & Unlimited Potential Come Together.

We're one of Singapore's premier (non-tied) Financial Advisory firms, providing advisers with access to an open-architecture platform that allows you to compare solutions across leading insurers and investment providers.

We're currently expanding our team and are looking for 2 full - time Financial Consultants with at least 1 year of experience in financial product sales.



Why Join Us?

Advise Without Restrictions

Recommend solutions across multiple insurers and fund houses to provide truly objective advice based on your clients' needs—not product limitations.

Comprehensive Financial Planning

Help clients build long-term financial security through:

  • Protection Planning
  • Critical Illness Planning
  • Retirement Planning
  • Investment & Wealth Accumulation
  • Legacy & Estate Planning


Proprietary Critical Illness Leads Provided

One of the biggest challenges for financial advisers is finding qualified prospects.

We help remove that hurdle by providing a steady stream of Critical Illness insurance enquiries, allowing you to focus on what you do best—meeting clients and providing professional advice.

More importantly, every successful engagement creates the opportunity to build long-term client relationships and identify additional financial planning needs over time, including wealth accumulation, retirement planning, investment solutions, and family protection.

Rather than chasing cold prospects, you'll be building a sustainable client portfolio with opportunities for future cross-selling through genuine financial planning conversations.


Expand Your Client Base With Us

Be more than just an adviser. Become your clients' trusted financial partner by supporting them through every stage of their financial journey.


Flexible Working Environment

Enjoy the freedom to manage your own schedule while building a rewarding career with uncapped earning potential.


Coaching & Mentorship

Receive structured onboarding, continuous training, and mentorship from experienced professionals who are invested in your success.



Who We're Looking For

✅ Minimum 1 year of financial product sales experience

✅ Coachable with a growth mindset

✅ Strong communication and relationship-building skills

✅ Self-motivated and driven to succeed

✅ Passionate about helping clients achieve financial security

✅ Mothers welcome! (a proven track record of mid-career success stories!)

✅ Only singaporeans and permanent residents

Required Licences

  • M5
  • M9
  • M9A
  • HI



What You'll Receive

  1. Exclusive Critical Illness enquiry leads provided
  2. Opportunity to build long-term client relationships beyond the initial enquiry
  3. Natural cross-selling opportunities across protection, investments, retirement, and wealth planning
  4. Attractive remuneration, commissions, and incentive packages not tied to a particular insurer
  5. Continuous coaching and professional development
  6. Access to multiple leading insurers and investment providers
  7. Flexible work arrangements with autonomy over your schedule
  8. Clear career progression opportunities



Ready to Take Your Advisory Career Further?

If you're looking for a platform that provides quality leads, professional support, and the freedom to offer truly client-centric advice, we'd love to speak with you.

Apply Now

Build your business with a steady pipeline of opportunities—and turn every client relationship into a lifetime of value.

Full-Time Position Only

This is not a part-time opportunity.

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