Sales Specialist

About Synergy Financial Advisers Ltd

Based in Singapore, Synergy Financial Advisers Ltd is a comprehensive financial advisory firm focused on delivering one-stop financial planning solutions. The company is committed to fostering partnerships, leveraging technology, and driving innovation to support clients and employees in achieving long-term financial independence. Synergy prides itself on its core principles of People, Professionalism, and Progress and is recognized as the only financial advisory firm in Singapore awarded the Singapore Quality Class certification for People and Innovation. Additionally, it holds certifications including Data Protection Trustmark, ISO 9001, and ISO 27001, reflecting its dedication to quality, security, and continuous enhancement.

Role Overview

The Sales Specialist position is a full-time role based in Singapore, offering a flexible hybrid work arrangement including some remote work options. This role requires identifying potential clients, conducting personalized financial consultations, and proposing suitable financial solutions in accordance with Synergy's standards. The Sales Specialist is also responsible for managing and expanding a client portfolio, pursuing leads, preparing proposals, and ensuring excellent customer service through the advisory process. Collaboration with internal teams to refine sales strategies, participating in training on products and regulatory requirements, and utilizing digital and CRM tools to monitor performance and maintain records are integral parts of the role. The specialist will regularly attend client meetings, support marketing efforts, and contribute to ongoing improvements in the sales function.

Qualifications

• Strong communication and customer service abilities to establish trust, comprehend client requirements, and provide a professional advisory experience.
• Demonstrated success in sales, including prospecting, managing relationships, and meeting or surpassing sales goals within financial or related service sectors.
• Experience in training or coaching to effectively share product expertise and best practices with team members.
• Skills in sales management and pipeline supervision to plan, track, and optimize sales activities and results.
• Educational background in Business, Finance, Economics, or related fields is advantageous; holding recognized financial advisory or regulatory certifications in Singapore (such as CMFAS) is a plus.
• Proficiency with digital tools and CRM platforms, data-driven decision-making capabilities, and adaptability to work in a hybrid and diverse team environment are preferred.