Orchard Jobs Financial Consultant Position at Alan Lok & Associates

Image Alan Lok & Associates
  • Job vacancies posted on: 7 months ago

Our company, Alan Lok & Associates is currently opening occasion for those of you who are interested in becoming a part of our company specifically Orchard and its surrounding areas. For those of you who are interested to be a part of our company with the position of Financial Consultant and able to work in the WFO (Work From Office) system with full time working hours.

We will openly welcome you if you meet these following criteria:

  • Qualification: Diploma, Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post Graduate Diploma & Professional Degree
  • Experienced in Sales/Marketing & Sales - Financial Services
  • Honest, disciplined, and responsible
  • Uphold professionalism in the work environment

We offer you a fairly competitive base salary of SGD 3.000 - SGD 6.000 in average and can be adjusted according to the capabilities that you offer for our company and have been negotiated under HRD agreement.

Job Info

Company Alan Lok & Associates
Position Financial Consultant
Region Orchard
Career Level Entry Level
Work Experience -
Qualification Advanced/Higher/Graduate Diploma, Bachelor's Degree, Diploma, Post Graduate Diploma, Professional Degree
Type of Work Full-Time
Specialization Required Sales - Financial Services, Sales/Marketing
Minimum Salary SGD 3.000
Maximum Salary SGD 6.000

Join Us! Join one of the Multiple-Awards-Winning Agencies for one of a Singapore‘s Leading Life Insurance Company. 

Financial Services Director Alan Lok has many years of experience in the financial industry, as Financial Consultant and at the same time in the role of agency management. 

The agency has a very healthy mix of senior financial consultants who have years of experience in the industry and well versed in full spectrum of insurance operations, as well as relatively new and junior financial consultants. You can tap on the experience of these successful Financial Consultants.  

We are looking for individuals who are self-driven, and have great passion on helping people to gain full insurance protection and wealth accumulation. We are looking for entrepreneurs, not just another Financial Consultant.

You would be embarking on a fulfilling career that can’t be measured by money alone; a career that recognizes real efforts and real results; a career that is also about the well-being of others, by helping people and their families to secure their wealth management and risk protection needs. And if you excel, you will be rewarded too! 

We always believe that this is not just another job, but a career with great purpose. We envision ourselves being one of the best financial consulting groups and developing a trusting relationship between clients and consultants. Therefore, we are careful in our selection, because we want to get the “right people”. We have a proven top-of-the-market assessment tool for you to know yourself better, and with the report, knowing your strength and weaknesses, we can work together.

If you possess our requirements and have the trust and confidence that we can value add to your life, we would like to meet you. 

Basic  Requirements:·      

  • Minimum 21 years old (MAS Requirement).  
  • A full certificate in GCE ‘A’ Level, International Baccalaureate Diploma qualification, Diploma awarded by a Polytechnic in Singapore, or any other academic qualification which is equivalent to the above qualifications.
  • No working experience required.
  • Experienced professionals who are in a cross-road of their career path are welcome for open discussion.
  • Self-motivated personality and positive attitude.
  • Personal Banker and Relationship Manager can consider this career too.
  • Experienced Sales Executives and Practitioners, Recruitment Officer, Event Planner are welcome too if new to the insurance industry but have the right aptitude.
  • We also welcome Secretaries, Accountants, Engineers, Auditors to this industry if you are contemplating mid-career switch. We will provide you with the necessary and comprehensive training.

Remuneration Package and Benefits*

  • Structure training provided.
  • Interesting platform and activities to engage and acquire clients.
  • Friendly and fun working environment.
  • Career Progression.
  • High basic with commission plus bonus ($3,00 – $10,00)

*Terms and Conditions Apply. Commissions & Incentives are payable based on individual performance.

Intrinsic Requirements

  • Strong desire to succeed in life and be financially free.
  • A passion to serve and self-driven, willing to learn at all times.
  • Willing to work flexible hours and take this as your own business, not just another job or profession!
  • Believe that you deserve better than what you have now.

Job Responsibilities:

  • Client acquisition and relationship management.
  • Financial planning for both personal and corporate clients.

Why Join Us?

  • Learn from our insurance veteran, Alan Lok, and the opportunity to leverage on his strong customer relationship to jumpstart in this career.
  • Able to tap on the experience of our successful Financial Consultants who are well versed in full spectrum of insurance operations.
  • One of the best and most conducive working environment.
  • Company and agency sponsored incentive trips to major destinations in the world. (Qualifying criteria apply).
  • Comprehensive training conducted by Alan, senior financial consultants and invited external speakers, and company’s continuous professional development.
  • Accelerated management advancement path for suitable and selected financial consultants.
  • We will invest time and resources on you: personalized coaching and joint field work with Alan or a senior financial consultant.

ACT NOW (if not now, then when?)CALL US. Find out what you have been missing all this while. Alan Lok 9668-881 (H/p).

Alan Lok & Associates an agency unit of Prudential Assurance Company Singapore (Pte) Ltd Reg. No.199002477Z(1075/05Oct22) 

Office/Company Address

Country Singapore
Region Central Region
City Orchard
Map Google Map


  • Company and agency sponsored incentive trips
  • Personalized coaching and joint field work
  • One of the most conducive working environment

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Company Description

One of the Multiple-Awards-Winning Agencies for a Leading Insurance Company in Singapore.Financial Services Director Alan Lok has many years of experience in the financial industry, as Financial Consultant and at the same time in the role of agency management.The agency has a very healthy mix of senior consultants who have years of experience in the industry and well versed in full spectrum of insurance operations, as well as relatively new and junior consultants.

Company Info

  • Industry: Insurance
  • Registration No.: 199002477Z
  • Company Size: 1 - 50 Employees
  • Average Processing Time: 8 days
  • Benefits & Others: Miscellaneous allowance, Business (e.g. Shirts), Complimentary Overseas trip, Flexi Hours
  • Specific Location: Orchard
This vacancy is suitable for those of you who live in the following areas: Central Region