125 Financial Sales jobs in Singapore
Financial Sales Executive
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We are looking for a trustworthy and results-driven Financial Sales Executive to join our team. The ideal candidate will be responsible for providing tailored financial advice and solutions to clients, building long-term relationships, and achieving sales goals for financial products such as insurance, loans, and investments.
Key Responsibilities
- Provide professional financial consultations to clients based on their needs and goals.
- Promote and sell financial products such as insurance, investment plans, or loan packages.
- Build and maintain strong, long-term relationships with new and existing clients.
- Develop customized financial solutions to meet individual or corporate requirements.
- Achieve monthly and quarterly sales targets.
- Maintain accurate records of client interactions and sales activities.
- Stay updated on market trends, products, and financial regulations.
Requirements
- Local Diploma or higher (Finance, Business, or related fields preferred).
- Prior experience in financial services, insurance, or banking sales is an advantage.
- Strong communication, interpersonal, and negotiation skills.
- Proficient in Microsoft Word, Excel, and PowerPoint.
- Responsible, efficient, and target-driven.
- Able to handle confidential information with discretion and professionalism.
Job Types: Full-time, Permanent, Fresh graduate, Freelance
Pay: $3, $5,000.00 per month
Benefits:
- Flexible schedule
- Health insurance
- Professional development
- Promotion to permanent employee
- Work from home
Work Location: In person
Financial Sales Executive
Posted today
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Start Your Sales Career in Finance
We're looking for individuals who are open to exploring a sales-driven career in finance. If you enjoy meeting people, building trust, and being rewarded for your effort, this sales-focused role could be the fresh start you're looking for.
As a Financial Sales Executive, you'll undergo a structured programme blending real-world experience and financial education. You will:
- Learn to provide professional financial planning and investment advisory services
- Analyse client profiles to research and match suitable financial products
- Prepare clear and detailed financial reports and proposals
- Collaborate with internal teams and external partners for smooth client onboarding
What You'll Gain:
- Personalised mentorship
- Comprehensive training
- Additional sales commission based on performance
- Flexible working hours
Who We're Looking For:
- Residency in Singapore
- Minimum A'Level or Local Diploma Graduate holder
- Basic financial background
Ready to Take the Next Step?
Send us your latest resume and a short introduction about yourself.
Job Types: Full-time, Fresh graduate, Student job
Pay: $3, $5,000.00 per month
Benefits:
- Flexible schedule
Work Location: In person
Financial Sales Advisor
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Roles & Responsibilities
Financial Consultant (Training Provided)
Simply Wealth Pte Ltd
Location: Singapore
Employment Type: Full-time / Flexible
Salary Range: $3,000 – $6,000/month (Allowance + Commission)
Are you ready for a meaningful career change?
Whether you're in teaching, healthcare, retail, hospitality, or customer service, your people skills, empathy, and dedication are valuable here.
At Simply wealth, we train and support individuals like you to build a rewarding career helping others manage their finances, plan their future, and protect their families.
What You'll Do:
Guide individuals and families to make informed financial decisions
Provide personalised solutions in areas like savings, insurance, retirement, and education planning
Build long-term relationships with clients
Work independently with the backing of a supportive team
What You Don't Need:
A finance degree or Prior experience in the finance industry
We welcome people from all walks of life. Our training, licensing support, and mentorship will equip you to succeed.
What We're Looking For:
Good listener and communicator
Enjoy helping people
Motivated to grow personally and professionally
Minimum: Local diploma or higher
Singaporeans/PRs only (due to MAS licensing requirements)
What You'll Get:
Monthly allowance + attractive commission + bonuses
Structured onboarding and professional development
Sponsorship for MAS licensing and certifications
Flexible working hours & career progression
Meaningful work with real impact
Leads to potential clients are provided
Take the First Step
No experience needed. Just the willingness to learn and grow in a career that makes a difference.
Apply now and we'll guide you through the transition.
Tell employers what skills you haveWealth Management
Licensing
Sponsorship
Lifestyle
Aftersales
Teaching
Healthcare
Investments
Wealth Accumulation
Wealth
Risk Management
Needs Analysis
Interpreting
Mentorship
Financial Advisory
Customer Service
Personal Development
Retirement
Hospitality
Financial Sales Professional
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As a part-time financial sales professional, you will play a vital role in marketing proprietary funds to accredited investors. With the support of fund managers, you can earn attractive commissions and gain insights into fund management activities.
Our ideal candidate is motivated, with a strong understanding of finance, investment, and compliance. They have a wide network of high-net-worth clients and are comfortable with selling, marketing, and sales processes. Mid-career switch professionals are also welcome to apply.
The role involves working closely with our team to develop strategies for promoting our funds and identifying new business opportunities. You will be responsible for building relationships with existing clients and acquiring new ones, while maintaining a thorough understanding of our products and services.
Financial Sales Associates
Posted today
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Phillip Nova, a leading Singapore brokerage and founding clearing member of SGX-DT, is expanding our elite team of Financial Sales Associates. With a full suite of trading products — from Shares, CFDs, Futures & Options, Forex, to Precious Metals — we empower clients to trade smarter and faster in today's dynamic markets.
If you are an experienced sales professional who thrives on challenge, competition, and results, this is where you take your career to the next level.
Your portfolio entails
- Acquire and manage high-value client relationships, delivering bespoke trading solutions.
- Educate and engage clients on market opportunities and risk strategies.
- Drive sales performance, exceed targets, and grow your own client book.
- Collaborate with internal trading and research teams to enhance customer experience.
- Deliver post-sales service excellence that keeps clients trading and returning.
What's In It for You
- A fully commission-based structure — no caps, no limits.
- Access to one of Singapore's most established brokerage platforms and global product range.
- Full sponsorship for CMFAS certifications and additional regulated licenses.
- Attractive training allowance during mentorship for initial onboarding.
- A fast-track pathway toward mentorship and leadership for top performers.
- Unmatched exposure to the pulse of the financial markets — every day is a new opportunity.
What are we looking for
- Proven sales professional with a track record of hitting and exceeding targets.
- Entrepreneurial, confident, and highly driven by results.
- Ability to work in a dynamic and fast-paced environment
- Strong communicator with consultative selling skills.
- Passionate about financial markets – Stocks, Derivatives, Commodities, Forex market.
- Hungry for a career that rewards performance.
Application Requirements
- Minimum Diploma and above preferably in the discipline of finance
- Selected candidates are required to pass CMFAS paper RES5, RES1A, RES2A, CM-EIP & CM-SIP
- Applicants currently preparing for the CMFAS Exams are welcome to apply
- Only Singaporean and PR may apply
You know how to sell — now it's time to sell something with global impact. Join us as Financial Sales Associates and be part of our exciting investment team in servicing and providing solutions to customers.
Tell employers what skills you haveCustomer Relationship
Risk Management Solutions
Leadership
Bloomberg
Hedging
Brokerage
Derivatives
Ability To Work Independently
Literacy
Retail Sales
Risk Management
Sales Process
Financial Markets
Portfolio Management
Selling Skills
Foreign Exchange
Business Development
Retirement
Equities
Customer Journeys
Financial Sales Executive
Posted today
Job Viewed
Job Description
If you're hungry to succeed, love building relationships, and want full control over your income, this role is for you. We're looking for individuals with the confidence to sell, the heart to help, and the desire to grow.
You'll Get To:
- Communicate with leads and present financial solutions
- Learn to sell with purpose and empathy
- Enjoy flexible working hours with full autonomy
Perks:
- High-commission earning potential
- Basic pay structure available
- Full training provided
- Strong support system — you're never on your own
Who We're Looking For:
- Age 21+
- Singaporean / PR
- A-Level, full-time Local Diploma, or Degree
- Sales-driven mindset — or eager to develop one
Negotiation
Autonomy
Telemarketing
Selling
Sales Process
Communication Skills
Banking
Consulting
Customer Orientation
Financial Services
Presentation Abilities
Customer Journeys
Financial Sales Associates
Posted today
Job Viewed
Job Description
Phillip Nova, a leading Singapore brokerage and founding clearing member of SGX-DT, is expanding our elite team of
Financial Sales Associates . With a full suite of trading products — from Shares, CFDs, Futures & Options, Forex, to Precious Metals — we empower clients to trade smarter and faster in today’s dynamic markets.
If you are an experienced sales professional who thrives on challenge, competition, and results, this is where you take your career to the next level.
Your portfolio entails
Acquire and manage high-value client relationships, delivering bespoke trading solutions.
Educate and engage clients on market opportunities and risk strategies.
Drive sales performance, exceed targets, and grow your own client book.
Collaborate with internal trading and research teams to enhance customer experience.
Deliver post-sales service excellence that keeps clients trading and returning.
What’s In It for You
A fully commission-based structure — no caps, no limits.
Access to one of Singapore’s most established brokerage platforms and global product range.
Full sponsorship for CMFAS certifications and additional regulated licenses.
Attractive training allowance during mentorship for initial onboarding.
A fast-track pathway toward mentorship and leadership for top performers.
Unmatched exposure to the pulse of the financial markets — every day is a new opportunity.
What are we looking for
Proven sales professional with a track record of hitting and exceeding targets.
Entrepreneurial, confident, and highly driven by results.
Ability to work in a dynamic and fast-paced environment
Strong communicator with consultative selling skills.
Passionate about financial markets – Stocks, Derivatives, Commodities, Forex market.
Hungry for a career that rewards performance.
Application Requirements
Minimum Diploma and above preferably in the discipline of finance
Selected candidates are required to pass CMFAS paper RES5, RES1A, RES2A, CM-EIP & CM-SIP
Applicants currently preparing for the CMFAS Exams are welcome to apply
Only Singaporean and PR may apply
You know how to sell — now it’s time to sell something with global impact. Join us as Financial Sales Associates and be part of our exciting investment team in servicing and providing solutions to customers.
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Financial Sales Associates
Posted 13 days ago
Job Viewed
Job Description
Phillip Nova, a leading Singapore brokerage and founding clearing member of SGX-DT, is expanding our elite team of Financial Sales Associates . With a full suite of trading products — from Shares, CFDs, Futures & Options, Forex, to Precious Metals — we empower clients to trade smarter and faster in today’s dynamic markets.
If you are an experienced sales professional who thrives on challenge, competition, and results, this is where you take your career to the next level.
Your portfolio entails
- Acquire and manage high-value client relationships, delivering bespoke trading solutions.
- Educate and engage clients on market opportunities and risk strategies.
- Drive sales performance, exceed targets, and grow your own client book.
- Collaborate with internal trading and research teams to enhance customer experience.
- Deliver post-sales service excellence that keeps clients trading and returning.
What’s In It for You
- A fully commission-based structure — no caps, no limits.
- Access to one of Singapore’s most established brokerage platforms and global product range.
- Full sponsorship for CMFAS certifications and additional regulated licenses.
- Attractive training allowance during mentorship for initial onboarding.
- A fast-track pathway toward mentorship and leadership for top performers.
- Unmatched exposure to the pulse of the financial markets — every day is a new opportunity.
What are we looking for
- Proven sales professional with a track record of hitting and exceeding targets.
- Entrepreneurial, confident, and highly driven by results.
- Ability to work in a dynamic and fast-paced environment
- Strong communicator with consultative selling skills.
- Passionate about financial markets – Stocks, Derivatives, Commodities, Forex market.
- Hungry for a career that rewards performance.
Application Requirements
- Minimum Diploma and above preferably in the discipline of finance
- Selected candidates are required to pass CMFAS paper RES5, RES1A, RES2A, CM-EIP & CM-SIP
- Applicants currently preparing for the CMFAS Exams are welcome to apply
- Only Singaporean and PR may apply
You know how to sell — now it’s time to sell something with global impact. Join us as Financial Sales Associates and be part of our exciting investment team in servicing and providing solutions to customers.
HSBC Life Financial Sales Consultant
Posted today
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Job Description
These current positions are ONLY FOR Singaporean and Permanent Residents
We welcome:
Mid Career Switchers
Fresh Graduates
Role Overview:
As a Consultant at HSBC Life, you will be instrumental in guiding our clients toward their financial objectives by offering customized investment and insurance solutions. Your role involves interacting with clients to grasp their financial needs, delivering expert advice on investment strategies, and assisting them in effectively managing their wealth.
Key Responsibilities:
Client Consultation: Meet with clients to evaluate their financial status, goals, and risk tolerance. Offer expert guidance on investment choices, insurance products, and financial planning strategies.
Investment Strategy: Create and suggest investment strategies customized to each client's needs, including asset allocation, portfolio diversification, and risk management.
Product Knowledge: Keep up-to-date with HSBC Life's offerings, market trends, and economic conditions to provide clients with relevant and current advice.
Sales and Relationship Management: Foster and maintain strong client relationships by understanding their changing needs and ensuring high customer satisfaction. Meet sales targets and contribute to expanding the client base.
Compliance and Documentation: Ensure that all financial advice and transactions adhere to regulatory standards and HSBC Life's internal policies. Keep accurate and current client records and documentation.
Continuous Learning: Engage in ongoing training and professional development to improve your expertise and skills in wealth management and financial advisory.
Qualifications:
For Experienced Candidates:
- Demonstrated experience in financial advisory or wealth management roles, with a proven record of successful client relationships and meeting sales targets.
- In-depth knowledge of investment products, financial planning, and insurance solutions.
- Relevant certifications (such as CFP or CFA) and familiarity with regulatory requirements.
For Entry-Level Candidates:
- Strong enthusiasm for finance and investment, with a desire to learn and advance in the industry.
- Excellent interpersonal and communication skills, coupled with a dedication to delivering outstanding customer service.
- Relevant academic qualifications (Diploma or Degree).
Skills and Competencies:
Client Focus: Ability to identify and address client needs with tailored and effective solutions.
Analytical Skills: Strong analytical and problem-solving skills for developing strategic investment plans.
Communication: Excellent verbal and written communication skills, capable of conveying complex financial concepts clearly and understandably.
Sales Orientation: Proven sales abilities and a results-oriented approach to achieving targets.
Ethical Conduct: High integrity and commitment to ethical standards in financial advisory practices.
WealthAdvisor #FinanceJobs #InvestmentAdvisor #HSBCLife #FinancialPlanning #CareerOpportunity #FinanceCareer #InvestmentManagement #InsuranceAdvisor #FinanceJobs2025-Work from home- Financial Sales Officer
Posted today
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Overview
We are looking for motivated individuals who can take initiative and handle challenging tasks in a fast-track environment.
You will be working in a fast-paced environment where your achievements will be recognized.
Good communication is a must. Confidence in presentation is a definite plus. You can work from home. Flexible timings.
Responsibilities
Sales proposals
Client relations
Advisory
Requirements
Confident, matured, highly motivated
Excellent communication, presentation and interpersonal skills
Pleasant and professional appearance
Rewards
Basic allowance $2,500 + Bonus comms
High earning potentials
Good career prospect
Shortlisted candidates will be notified very soon.
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