Financial Services Consultant (Training & CMFAS Sponsorship Provided)

Looking for a career with flexibility, unlimited earning potential, and structured professional development?

Join HSBC Life Singapore , one of the world's leading financial services organisations, and build a rewarding career helping individuals and families achieve their financial goals. Whether you're a fresh graduate, exploring a career switch, or looking for a more flexible hybrid work arrangement, we provide the training, resources, and support you need to succeed.

No prior financial advisory experience? That's okay. We offer comprehensive online training, study resources, mentorship, and sponsorship for the required CMFAS professional examinations to help you become a licensed Financial Services Consultant.

What You'll Do

  • Build meaningful, long-term relationships with clients.

  • Understand clients' financial goals, lifestyle needs, and risk profiles.

  • Recommend suitable insurance, wealth accumulation, retirement, and protection solutions.

  • Conduct regular financial reviews and provide ongoing support as clients' needs evolve.

  • Stay updated on financial markets, industry trends, and regulatory requirements.

  • Participate in structured training, coaching, and professional development.

  • Deliver excellent client service while working towards personal performance goals.

Who We're Looking For

  • Diploma or Degree holders.

  • Individuals with strong communication and relationship-building skills.

  • Self-motivated, proactive, and eager to learn.

  • Candidates from any background are welcome to apply.

  • Experience in sales, banking, customer service, insurance, or financial services is an advantage but not required.

  • Candidates willing to obtain the required CMFAS certifications.

Training & Professional Development

  • CMFAS examination sponsorship (M5, M9, M9A, HI and/or M8A).

  • Comprehensive online learning modules and study resources.

  • Structured onboarding programme.

  • One-to-one mentorship from experienced consultants.

  • Continuous coaching to support your professional growth.

Why Join Us?

  • Flexible hybrid working arrangement with greater control over your schedule.

  • Attractive allowance plus performance-based commission with uncapped earning potential.

  • Clear career progression within HSBC Life.

  • Supportive and collaborative team culture.

  • Access to ongoing learning and development opportunities.

  • Opportunity to build a meaningful career while making a positive impact on clients' financial well-being.

About HSBC Life Singapore

HSBC Life Singapore is part of the HSBC Group, one of the world's leading banking and financial services organisations. We are committed to helping individuals and families protect what matters most through comprehensive insurance, wealth, and retirement planning solutions while empowering our consultants with world-class training and long-term career opportunities.


Fort Financial is an agency unit representing HSBC Group Pte Ltd.

We pride ourselves at constantly providing value added Wealth Services Solutions, Wealth Management and Consultancy.

It is imperative to us to always ensure that our clients are treated with utmost integrity and diligence to the best of our abilities for the best for their financial future.

Back to blog

Other Jobs To Apply

No other job posts for this day.

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...