Finance Appointment Associate

Part-Time | Flexible Hours | Student-Friendly

About the Role

Looking for a flexible role where you can develop real-world communication, sales and business development skills?

We are looking for motivated individuals to support our financial advisory practice in reaching out to prospective clients and arranging appointments.

This is not a financial advisory role. You will primarily focus on prospecting, speaking with potential clients and scheduling qualified appointments. No prior financial or sales experience is required.

The role is suitable for polytechnic and university students, including individuals who are curious about financial advisory, sales, entrepreneurship or business development and would like practical exposure to how client acquisition works.

What You’ll Do

• Conduct outbound calls to prospective clients using provided leads
• Introduce the purpose of the financial planning consultation
• Identify and qualify interested prospects
• Schedule appointments between prospects and the financial consultant
• Follow up with prospects to confirm appointments
• Maintain simple records of calls, responses and appointments
• Learn practical communication, prospecting and objection-handling techniques

For individuals interested in exploring financial advisory as a potential career, there may also be opportunities to gain further exposure to the industry and understand how financial consultants conduct client conversations and build their practice.

Who We’re Looking For

You may be a good fit if you:

• Are currently studying at a Polytechnic, University or other tertiary institution — students are welcome
• Are comfortable speaking with new people over the phone
• Communicate confidently in English
• Are willing to learn and receive feedback
• Can handle rejection without taking it personally
• Are responsible and able to work independently
• Have an interest in sales, business development, financial services or entrepreneurship

No previous telemarketing or financial-services experience is required. Training and guidance will be provided.

Working Arrangement

Commitment: Part-time / flexible
Location: [Remote / Hybrid / Location]
Schedule: Flexible
Compensation: Performance-based, paid for qualified appointments that meet the stated criteria

What You’ll Gain

Beyond earning based on your results, the role provides practical exposure to:

• Prospecting and lead generation
• Sales communication
• Handling objections and rejection
• Client acquisition
• Appointment setting

You’ll also get to see the realities of client-facing financial advisory rather than only learning about sales and business development in a classroom environment.

How to Apply

Send a short introduction including:

• Name

• School/course (if applicable)

• Current availability

• Any previous customer service, sales or communication experience (not required)

• A short explanation of why you’re interested in the role

Shortlisted applicants will be contacted for an interview.