Wealth Solutions Consultant
Full-time
At PAG Advisors, we believe in empowering our consultants to focus on what they do best: Financial Planning. We remove the biggest barrier to entry in this industry by providing you with qualified prospective leads. You will not be required to source your own leads or reach out to your personal network. Instead, you will engage with professionals interested in our specialized corporate seminars, such as CPF optimization and legacy planning.
Responsibilities:
Strategic Engagement: Follow up with prospective leads generated through our corporate lunch talks and health wellness seminars.
Needs Analysis: Conduct comprehensive financial reviews to identify client goals and recommend tailored solutions.
Relationship Management: Provide continuous support to clients, ensuring they remain informed and confident in their financial journey.
What We Offer:
Financial Stability: A basic allowance of up to $3,000/month plus uncapped commissions.
Lead Provision: We provide the prospects; no "friend-sourcing" is required.
Flexibility: A schedule designed to accommodate your commitments while allowing you to earn a high income.
Professional Development: Comprehensive paid training and courses to equip you with deep expertise in CPF, tax optimization, and estate planning.
Requirements:
Minimum Qualification: GCE ‘A’ Levels or a Diploma in any field. Background in Accounting/Finance is preferred, but not a requirement.
Communication: Strong interpersonal and management skills.
Attitude: A high level of motivation and a keenness to learn in a fast-paced environment.
Eligibility: Students and undergraduates are highly encouraged to apply. No prior experience is required, as full training will be provided.
Stage 1: Pre-interview Call
This is a brief screening to ensure the candidate meets the basic qualifications (A-Level/Diploma) and to discuss their availability, especially for students. We’ll focus on:
Understanding your career motivations.
Confirming your ability to commit to the flexible schedule and training.
Stage 2: First Round Interview
In this 45-minute session (in-person), we dive deeper into your interpersonal skills. You’ll be given a sample scenario, such as following up with a lead who attended one of our corporate seminars.
Stage 3: Final Conversation & Onboarding Roadmap
If you are selected, in this final meeting with a director, we’ll discuss:
The Numbers: A deep dive into the $1,500 allowance, commission structure, and your earning potential.
Training Schedule: Mapping out your paid training and certification path.
About the company