Commission-based salary - Your actions determine your income. With the potential for 6 figures salaries for advisors as early as in the 2nd year
One stop Solution through access to a large majority of Insurance/Financial Products to cater to your clients’ bespoke needs we provide Life Insurance, General Insurance and special products catered to the high-net-worth individuals.
Dedication thorough Mentorship Support for both new advisors joining us and Senior Advisors looking to progress in their career into management. We practice fair and impartial career progression.
Comprehensive Skills & Technical Training to master Financial Consultation and to engage individuals in achieving the mastery of their skillset.
Responsibilities
Advocate the best paths to achieve long-term Financial Stability and Success via Insurance and Financial instruments
Research the Full Spectrum of Financial Products available, identify their Unique Selling Points (USPs) and recommend the right ones to Clients
Understand Wealth Planning and advise on Investment Portfolio Management
Perform Prospecting, Marketing and Sales activities
Answering all finance-related questions and addressing to client’s concerns to maintain strong relationship with clients
Will & Trust Planning
Investment Planning
Insurance Planning
Portfolio Planning
Legacy Planning
Estate Planning
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