Sales Specialist

Company Description Synergy Financial Advisers Ltd is a Singapore-based financial advisory firm that provides comprehensive, one-stop solutions for diverse financial planning needs. The firm emphasizes partnership, technology, and innovation to help clients and team members work toward financial freedom. Guided by its vision to be the most admired financial advisory firm in Asia, Synergy upholds core values of People, Professionalism, and Progress. The company is distinguished as the only financial advisory firm in Singapore certified in Singapore Quality Class with People and Innovation, holding the Data Protection Trustmark, and awarded ISO 9001 and ISO 27001. Team members join a trusted, quality-focused organization committed to professional growth and high service standards.

Role Description The Sales Specialist is a full-time, hybrid role based in Singapore, with flexibility for some work-from-home arrangements. This role involves identifying and engaging prospective clients, presenting suitable financial solutions, and maintaining strong relationships with existing clients. The Sales Specialist will conduct needs-based financial discussions, prepare proposals, and follow up on sales opportunities to achieve revenue and growth targets. Day-to-day responsibilities include providing responsive customer service, coordinating with internal teams, and using digital tools and CRM systems to track activities and client information. The role may also involve participating in sales training initiatives, contributing to sales campaigns, and sharing market feedback to support continuous improvement.

Qualifications

• Candidates should possess strong Communication and Customer Service skills to engage clients clearly and build long-term trust.
• Candidates should possess solid Sales and Sales Management capabilities to drive new business, manage pipelines, and meet performance targets.
• Candidates should possess Training-related skills to support onboarding, product knowledge sharing, and skill development within the team.
• Relevant experience in financial services, banking, insurance, or wealth management is beneficial.
• Ability to work effectively in a hybrid environment, manage time independently, and use digital productivity tools and CRM platforms.
• Diploma or degree in Business, Finance, Economics, or a related field is preferred; relevant financial advisory certifications are an advantage.