Dreaming of a successful career as a financial consultant with Manulife Financial Advisers? Planning to run your very own agency in the future? No matter the path you choose, we are here to help you achieve it.
DNA Financial, branch unit representing Manulife Financial Advisers Pte Ltd (Manulife FA), has a specially designed suite of training programs and digital tools that supports and equips you with fundamental financial knowledge at every stage of your career to ensure your success. Manulife FA aims to help you achieve your fullest potential in your career by helping you:
- Acquire the relevant knowledge and skills to uncover your clients’ financial aspirations
- Develop the ability to identify your clients’ financial needs
- Be able to appropriately provide clients with suitable products to fulfill their individual financial goals
Offering you a unique financial career that allows you to provide the opportunity to transform dreams into realities.
Manulife Financial Advisers proudly offers continuous career development by providing comprehensive training and a development programme. This working environment will ensure your constant relevancy in the ever-evolving fast-paced financial industry. The various insightful training programmes are meticulously designed by working closely with all our business partners, insurer, and wealth providers to ensure you get the training you need to succeed.
Manulife Financial Advisers also offers attractive remuneration and incentive programmes designed appropriately to reward you handsomely for your efforts. Your earnings will be based on results, so let your work speak for itself. The income you earn has the potential to be limitless, giving you the opportunity to pursue your income objectives and fulfill your lifelong dreams.
Control your path by taking charge and making the choices for your progression in your career. Choose to serve clients by walking with them throughout the planning of their financial lives, or groom your own team of Financial Services Consultants under yourself as a Manager.
Whatever decision you decide to make, Manulife Financial Advisers will be here to help you achieve it.
Performance will be acknowledged through various recognition programmes which includes:
- Million Dollar Round Table;
- Top Financial Services Consultants and Managers of the Year Awards;
- Overseas Conference and Incentive Trips;
- Recognition in Company Publications.
Are you ready to start the next chapter in your career with Manulife FA? Apply Today!
Insurancejobs.sg does not represent Manulife FA directly but agencies that are under Manulife FA. Any content or opinions produced by Insurancejobs.sg are unbiased and kept up to date to the best of our abilities. We have no affiliation with Manulife FA and are merely representing Manulife FA on behalf of our partnered agencies.
Requirements for being a Financial Advisor
Minimum Requirements for being a Financial Services Consultant with Manulife FA in Singapore
- Singaporean or Singapore Permanent Resident
- GCE ‘A’ Level certificate with three H2 passes and two H1 passes; • Or an International Baccalaureate (IB) diploma;
- Or a polytechnic diploma; or equivalent academic qualifications.
Minimum Examination
Requirements
- Module 5 — Rules & Regulations for Financial Advisory
- Module 9 — Life Insurance and Investment-Linked Policies
- Module 9a — Life Insurance And Investment-Linked Policies II
- Health Insurance Module
Manulife FA Financial Services Consultant Job Description
To be a Financial Services Consultant in Manulife FA means to perform roles that focus on financial planning management, which involve communicating with potential clients, acquisition of clients and client acceptance, cash management provision, investments, insurance and retirement advice and sustaining relationships with clients with their financial planning needs. This job includes:
- Constructing personal financial plans for clients to make sure they achieve their financial goals within the planning horizon.
- Developing professional relationships with potential and existing clients built on trust, empathy, credibility and ethical conduct.
- Planning for client’s retirement needs by helping them establish their retirement goals and to analyse their financial situation.
- Recognising the sources of client acquisition and carrying out client acceptance checks and on-boardings of potential clients.
- Reviewing financial plans on a regular basis and engaging the clients to carry out continuous servicing of client accounts.
- Collecting information on clients about their income, expenses, taxes and savings to help analyse their cashflow management.
- Working with clients with basic investment needs to set up their investment profiles.
- Working with clients on their life, health and personal general insurance needs to form their risk profiles.
About Manulife Financial Advisers
Manulife Financial Advisers is one of the most dynamic firms in Singapore. They have grown from a small but united team of 199 in 2015 to a impressive 1555- strong team (as of end 2021). Their vision is to be the most professional financial advisory firm in Singapore and the region, with financial services consultants that place their clients’ needs as the top priority.
Since their establishment, they have grown to be bold and innovative, this has helped them achieve yearly growth. Manulife Financial Advisers have produced 27 Top Of The Table, 74 Court Of The Table, and 338 Million Dollar Round Table achievers to this day.
Manulife Financial Advisers continues to uphold its vision of being a dynamic financial advisory firm that continuously provides holistic planning advice and customised financial solutions to meet changing clients’ needs and ever-evolving landscapes.
What is MDRT?
The Million Dollar Round Table (MDRT) was founded back in 1927 and has grown into a global independent association comprising of over 62,000 life insurance and financial services professionals. To be qualified to join the MDRT, you must achieve a certain level of premiums, commissions, or income within the year. These conditions may vary between countries and may change yearly.
Below are the conditions for a Financial Services Consultant to qualify to be a member of the MDRT in Singapore for the years 2020, 2021 and 2022:
| Qualifier | Year 2020 | Year 2021 | Year 2022 |
|---|---|---|---|
| Commission | S$110,800 | S$69,900 | S$79,000 |
| Income | $191,900 | $121,000 | S$136,800 |
| Premium | S$332,400 | S$209,700 | S$237,400 |
