Synergy FA – Insurance Associate

SYNTHESIS is an Advisory Group under Synergy Financial Advisers Ltd. We empower advisors with training, mentorship, and digital tools to deliver human-first financial advisory, building stronger client relationships that last.

At Synthesis, we believe every individual has the potential to achieve greatness. That’s why we go beyond traditional financial advisory, combining human-driven guidance with innovative solutions to help you overcome challenges and turn aspirations into reality.

With multi-leads generating capabilities, cutting-edge strategies, and a team of experienced professionals by your side, we focus on delivering results that truly make a difference. Our mission is simple: Need Base Protection, Sustainable Wealth Growth & Distribution, Estate Planning Solutions and Targeted Lead Generation

Join One of Singapore's Premier Financial Advisory Firms

Build a Career Where Quality Leads, Professional Growth & Unlimited Potential Come Together.

We're one of Singapore's premier (non-tied) Financial Advisory firms, providing advisers with access to an open-architecture platform that allows you to compare solutions across leading insurers and investment providers.

We're currently expanding our team and are looking for 2 full - time Financial Consultants with at least 1 year of experience in financial product sales.

Why Join Us?

Advise Without Restrictions

Recommend solutions across multiple insurers and fund houses to provide truly objective advice based on your clients' needs—not product limitations.

Comprehensive Financial Planning

Help clients build long-term financial security through:

• Protection Planning
• Critical Illness Planning
• Retirement Planning
• Investment & Wealth Accumulation
• Legacy & Estate Planning

Proprietary Critical Illness Leads Provided

One of the biggest challenges for financial advisers is finding qualified prospects.

We help remove that hurdle by providing a steady stream of Critical Illness insurance enquiries, allowing you to focus on what you do best—meeting clients and providing professional advice.

More importantly, every successful engagement creates the opportunity to build long-term client relationships and identify additional financial planning needs over time, including wealth accumulation, retirement planning, investment solutions, and family protection.

Rather than chasing cold prospects, you'll be building a sustainable client portfolio with opportunities for future cross-selling through genuine financial planning conversations.

Expand Your Client Base With Us

Be more than just an adviser. Become your clients' trusted financial partner by supporting them through every stage of their financial journey.

Flexible Working Environment

Enjoy the freedom to manage your own schedule while building a rewarding career with uncapped earning potential.

Coaching & Mentorship

Receive structured onboarding, continuous training, and mentorship from experienced professionals who are invested in your success.