Financial Services Consultant

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Award-Winning Master District Director with 41 years at AIA Singapore | Helping Individuals Unlock Potential through Enneagram Coaching | Wealth…

About the Job

Are you a recent graduate eager to make a meaningful impact, or a professional looking for a fulfilling mid-career switch? Join us to build a career that combines purpose, autonomy, and limitless earning potential. This is more than just a job; it’s an opportunity to shape your future and make a difference in others’ lives.

• Purposeful Work: Every day, you will help clients secure their futures, provide peace of mind, and support their well-being. Your work will have a meaningful impact on individuals, families, and businesses.
• Autonomy and Growth: Shape your career on your own terms, with access to resources, mentorship, and support to fuel your success.
• Unlimited Earnings: Achieve financial success with performance-based rewards—your earnings directly reflect your effort and results.
• Continuous Learning: Enjoy opportunities for ongoing training, mentorship, and professional development, ensuring you’re always moving forward.
• Inclusive, Supportive Culture: Work in a collaborative environment where respect, integrity, and teamwork drive everything we do.

About Us and What We Do

At SP-Victor Lim Wealth Management, we provide tailored insurance and wealth management solutions to protect what matters most to our clients. Whether it’s safeguarding personal health, planning for retirement, or supporting business growth, our services are designed to meet diverse needs.

Our offerings include:

• Health and life insurance
• Comprehensive critical illness coverage
• Income protection
• Wealth management, including legacy and estate planning, retirement solutions, business succession planning, and employee benefits for business owners

Job Description

• Engage with Clients: Connect with potential clients to discuss and explore AIA’s comprehensive insurance solutions that meet their unique needs.
• Customise Coverage : Assess clients’ goals, coverage needs, and budgets to design personalised insurance and wealth management plans that provide true value.
• Provide Support: Assist clients with claims, offering guidance and expertise when they need it most.
• Build Lasting Relationships: Stay connected, providing policy updates and helpful resources as clients’ needs evolve over time.

Mandatory Requirements

• Full certificate in GCE “A” level, IB diploma, or a polytechnic diploma
• At least 21 years old
• Singaporeans or PRs only

What We Offer?

• Industry-Leading Tools and Resources: Access top resources and insights to support your success and professional growth.
• Recognition and Rewards: High performance is celebrated here; we reward those who go above and beyond.
• Flexible Work Arrangements: Enjoy flexibility and mental health support to balance your personal and professional life.
• Career Advancement: Benefit from clear paths for growth, with opportunities to advance and expand your skillset.

Ready to make a difference?If you are driven, passionate, and looking for a career that allows you to make a positive impact, we would love to hear from you.

Apply today to start a journey where your work, growth, and goals truly matter.

*Terms and conditions apply

SP-VICTORLIM Wealth MGT

Authorised representative of AIA Singapore Private Limited

(Reg. No. R)

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Insurance

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