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Financial Services Consultant (Training & CMFAS Sponsorship Provided)

fort financial pte. ltd.

Looking for a career with flexibility, unlimited earning potential, and structured professional development

Join HSBC Life Singapore , one of the world's leading financial services organisations, and build a rewarding career helping individuals and families achieve their financial goals. Whether you're a fresh graduate, exploring a career switch, or looking for a more flexible hybrid work arrangement, we provide the training, resources, and support you need to succeed.

No prior financial advisory experience That's okay. We offer comprehensive online training, study resources, mentorship, and sponsorship for the required CMFAS professional examinations to help you become a licensed Financial Services Consultant.

What You'll Do

  • Build meaningful, long-term relationships with clients.

  • Understand clients' financial goals, lifestyle needs, and risk profiles.

  • Recommend suitable insurance, wealth accumulation, retirement, and protection solutions.

  • Conduct regular financial reviews and provide ongoing support as clients' needs evolve.

  • Stay updated on financial markets, industry trends, and regulatory requirements.

  • Participate in structured training, coaching, and professional development.

  • Deliver excellent client service while working towards personal performance goals.

Who We're Looking For

  • Diploma or Degree holders.

  • Individuals with strong communication and relationship-building skills.

  • Self-motivated, proactive, and eager to learn.

  • Candidates from any background are welcome to apply.

  • Experience in sales, banking, customer service, insurance, or financial services is an advantage but not required.

  • Candidates willing to obtain the required CMFAS certifications.

Training & Professional Development

  • CMFAS examination sponsorship (M5, M9, M9A, HI and/or M8A).

  • Comprehensive online learning modules and study resources.

  • Structured onboarding programme.

  • One-to-one mentorship from experienced consultants.

  • Continuous coaching to support your professional growth.

Why Join Us

  • Flexible hybrid working arrangement with greater control over your schedule.

  • Attractive allowance plus performance-based commission with uncapped earning potential.

  • Clear career progression within HSBC Life.

  • Supportive and collaborative team culture.

  • Access to ongoing learning and development opportunities.

  • Opportunity to build a meaningful career while making a positive impact on clients' financial well-being.

About HSBC Life Singapore

HSBC Life Singapore is part of the HSBC Group, one of the world's leading banking and financial services organisations. We are committed to helping individuals and families protect what matters most through comprehensive insurance, wealth, and retirement planning solutions while empowering our consultants with world-class training and long-term career opportunities.

Vacancy posted 23 days ago
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