Join our bold and passionate team in helping people nationwide get the coverage they
need. Discover the positions that match your talent and apply with confidence.

Financial Services Consultant

Job Description

  • 1 to 1 mentorship – Tag along with senior advisors to be involved in joint field work and gain exposure on how appointments are like
  • Will be taught on how to understand client’s financial needs and curating personalized portfolio to achieve their short- and long-term goals
  • Tasked to develop a strategy to expand client base
  • Display leadership qualities
  • Enhance communication and interpersonal skills

Job Requirements

  • 21 years old and above
  • Min. Local Diploma / ‘A’ Levels / Degree

Job Benefits

  • Basic allowance + Performance bonus
  • No experience required – Fully sponsored training, seminars & industry certifications
  • Friendly office environment

Student Financial Advisor

About You

We are looking for fresh, driven, and passionate individuals who are seeking to build long-lasting meaningful relationships, that go deeper than just business. We believe in providing a fun and enriching environment that will allow you to flourish and be the best version of yourself. You will learn to:

  • Evaluate client’s portfolios and identify investment objectives through a comprehensive and customized financial planning process
  • Provide investment products and financial advisory services
  • Plan and manage risk & wealth solutions

Job Requirements

  • No prior experience is needed
  • Diploma
  • Above 21 years old

Job Benefits

  • Flexible working hours/days
  • Freelance work for students
  • No limits to earning
  • No sales target
  • Lucrative bonuses will be awarded based on performances
  • Good career advancement opportunities

As part of AIA, Jeffeury Tan Group is a dynamic team that consists of both the young and energetic as well as the experienced and wise. We are dedicated to training young and capable individuals to become future leaders that can join us in leading the group and revolutionizing the industry.

Worrying about having no experience?

With the knowledge and enthusiasm of our team, you are likely to grow in terms of your client acquisition, presentation skills, and understanding of financial instruments. We are keen to equip you with the skills and knowledge needed to conquer the financial services and insurance industry.