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Join us as a Financial Planner

Kickstart a career where you can empower others through tailored financial advice.

Some careers grow faster than others

As an HSBC Life Financial Planner, you'll help customers with their financial journey. You'll guide them in achieving their financial goals, no matter what they are. You'll support them in mapping out their road to retirement. And you'll assist them in protecting themselves against the unexpected. 

Why join us?

Fast-track your career

You could potentially manage your own team in 1.5 years as a Financial Services Manager, or lead an organisation as a Financial Services Director in 3.5 years.

Explore your earning potential

Earn various commissions, like first-year and renewal commissions; and bonuses such as quarterly volume and advisor persistency bonuses.

Work flexibly

Plan your own working hours – enjoy a more flexible schedule so you can achieve a better work-life balance that works for you, your lifestyle and your family.

Empower others

Give sound financial advice to the people around you, so they can live their best life while staying protected.

Get access to global resources

Tap into our resources and network around the world, so you can take your career to even greater heights.

Leverage a suite of solutions

Cater to our customers' various needs with a comprehensive range of life insurance solutions.

What you can expect when you join us

You'll be set on one of two career progression paths. Your path will depend on whether you join us at a management or advisory level.

The training and support you'll get

  • Recruitment
    Learn crucial recruitment skills such as when and how to approach potential recruits; and how to select suitable candidates.
  • Personal development
    Pick up useful skills that will help develop you personally and professionally such as neurolinguistic programming (NLP), enneagram and more.
  • Sales
    Learn powerful sales concepts to pique your prospective customer's interest and how to turn objections into sales.
  • Professional development
    Upgrade your skills with the Chartered Financial Consultant (ChFC) programme, a professional qualification we'll sponsor you for.
  • Supervision and management
    Grow into a leader who can effectively lead their own teams, and mentor new Financial Planners to uphold a high standard of professionalism and customer-centricity.
  • Financial planning
    Understand how to provide customers with an end-to-end financial planning experience and help them meet their insurance, retirement and basic investment needs.
  • Prospecting
    Grasp various prospecting skills such as how to make the most of various channels, leave a lasting impression and forge trust-based relationships with your customers.
  • Industry knowledge
    Gain full understanding on the financial solutions you'll be providing; plus relevant laws and regulations on financial planning.

Are you eligible?

To join us as a Financial Planner, you should meet the following criteria:

  • Be aged 21 years and above
  • Be a Singaporean citizen or Permanent Resident
  • Have attained at least a full GCE 'A' Level certificate or its equivalent
  • Display integrity and good ethical conduct
  • Have a strong determination to succeed
  • Possess a never-give-up attitude
  • Have a good attitude towards learning and upgrading
  • Be adaptable, energetic and confident

Contact us to learn more

Leave us your details

We'll call you back shortly to discuss any questions you might have about joining us as Financial Planner.

Get in touch with us

You can also email us at

Alternatively, you can call us on +65 6880 4888. Lines are open 9am to 5pm, Mondays to Fridays (except on public holidays).

Find help and support

Find out how to contact us if you have questions about our insurance products, or need help with your policy.
Learn about the process of filing a claim, where to find the forms you need, and how to contact us if you need assistance.
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