Total 2 job vacancies by Avallis Financial Pte. Ltd.

About The Company

Avallis Financial has been a trusted name in independent financial advisory services since its establishment in 1997 as First Principal Financial. As a pioneer in the industry in Singapore, the company is committed to an open and transparent service model that prioritizes clients' interests. Avallis Financial continues to grow by empowering clients through personalized advice and innovative solutions. With a heritage of delivering exceptional financial guidance, the company ensures clients have a clear advantage in every financial decision.

What We Offer

• Comprehensive training & support for financial certifications
• Mentorship from experienced financial professionals
• Access to a wide range of insurers and financial products
• Flexible schedule with remote work options
• Modern tools and systems to help you succeed
• Attractive commission-based earnings
• Clear path for career progression and growth

What We Are Looking For

1. A genuine interest in personal finance and helping others
2. Strong communication and interpersonal skills
3. Self-motivated and proactive with a high level of integrity
4. Eagerness to learn and grow in the financial sector
5. Previous experience in sales or customer service is a bonus (not required

Role Description

This is a full-time hybrid role based in Singapore for an Independent Financial Adviser, with opportunities for career switchers. The successful candidate will provide tailored financial solutions by assessing clients’ financial situations, goals, and needs. Responsibilities include offering guidance on financial planning, retirement planning, and investment strategies, assisting clients with financial decisions, and maintaining strong long-term client relationships. The role offers flexibility with both in-office and work-from-home arrangements.

About the Company

Since 1997, Avallis Financial has been a trusted leader in Singapore’s independent financial advisory space. Built on a foundation of transparency and client‑first values, we empower individuals and families with personalised financial guidance that stands the test of time.

As a consistently top‑performing life brokerage, our breadth of solutions gives advisers the flexibility to design strategies that truly serve clients’ needs. With a strong heritage and a forward‑looking mindset, Avallis continues to grow — and we’re looking for the next generation of advisers to grow with us.

What the role looks like

• Handle client inquiries regarding insurance policies, coverage details, and procedural requirements, ensuring clear and timely communication.
• Coordinate with insurers and clients on policy issuance, endorsements, claims, and renewal matters to ensure smooth processing and customer satisfaction.
• Provide comprehensive administrative support to the team, including documentation, data entry, follow-ups, and maintaining accurate policy records.

What we are looking for

• Minimum Diploma qualification

• Candidates with at least 2 years of relevant experience will have an added advantage

• Candidates with the required Insurance Certification for handling general insurance and employee benefits will have an added advantage

• Good interpersonal and communication skills

• Possess initiative and strong problem-solving skills

• A team player and hardworking, and possess a warm personality

• Proficient in Microsoft Office and IT savvy

• Only applicable for Singaporeans and Singapore Permanent Residents