Financial Services Consultant

About the role

Income Insurance Limited, a Singapore-based insurer offering life, health and general insurance, is hiring a Financial Services Consultant. This is a full-time hybrid role based in Singapore with some flexibility for work from home. The consultant advises clients on insurance and financial solutions, conducts needs analysis and recommends suitable products to help clients achieve financial security and resilience.

Key responsibilities

• Meet clients, conduct needs analysis and prepare proposals
• Perform financial reviews and recommend products tailored to each client's situation
• Maintain ongoing relationships to support evolving customer needs
• Collaborate with internal teams to stay up to date on product offerings, regulatory requirements and market developments
• Take part in outreach activities to grow the client base

Required profile

• Relevant academic background in Finance, Business, Economics or a related discipline
• Professional certification in financial advisory or insurance is an advantage
• Understanding of regulatory requirements and industry standards in Singapore's financial and insurance sector
• Prior experience in financial advisory, insurance consulting or customer-facing roles is preferred
• Proactive, self-motivated approach, able to work independently and collaboratively in a hybrid setting

Required skills

• Strong analytical skills to assess client needs, evaluate financial options and interpret data
• Knowledge of insurance products, investment solutions and risk management concepts
• Consulting capabilities: client advisory, solution design and tailoring recommendations to diverse customer profiles
• Effective communication, including presenting complex information clearly and building trust with clients and colleagues