Premier Wealth Adviser (High-Net-Worth And Affluent Clients) - Part-Time

Premier Wealth Adviser (High-Net-Worth and Affluent clients)

There is no doubt that you can make a decent income serving the mass market segment as a Financial Adviser…

However, if you are ambitious and wish to Scale up your income 3x to 6x for the same time and effort spent serving the mass market, you need to use the correct, smarter System that will:

• Acquire Higher Value Clients
• Increase Sales Conversions
• Close Bigger Cases, not just chase for more cases

Building a high income in your FA business is not just about generating a higher volume of sales leads and hard work, only doing this will lead you to stagnation or burnout.

What makes CO Wealth different and What Is In It For You to join us?

We have spent the last 20 years refining our Premier Wealth Services (PWS) model to:

1. Drive you upstream from mass market into Affluent, High-Net-Worth and Corporate (B2B) segments, with qualified leads and marketing support.

2. Uncover Deeper Opportunities in each account to build a sustainable, recurring, and scalable income: For every $1 active income you make, you get an additional $2 in renewals and bonuses.

3. Dedicated Mentors, Seniors and Specialists supporting you in joint fieldwork, so you close higher-value cases with greater confidence.

Here's the proof PWS works: 40% of our consultants consistently achieve Million-Dollar-Round Table (MDRT), Court Of the Table (COT = 3x the annual production of MDRT) and Top Of the Table (TOT = 6x the annual production of MDRT), 70% are Club Qualifiers, and the awards we win consistently for years for top MDRT, HNW & Corporate Solutions production.

If you are ready to take action to get the results you want, send your resume to explore with us: hr@coadvisory

Responsibilities

Providing financial advice and service to individual and corporate clients for wealth protection and accumulation, investments, corporate solutions, general insurance, risk management, mortgage optimisation, tax planning, retirement, wills and trusts, estate, and legacy planning.

Requirements

• A Levels, Full Diploma (3 years) or Degree holder.
• Experience in Sales, Marketing, Business Development, Client Engagement, Relationship Management, or Account Management would be an advantage.
• Self-driven, results-oriented, hardworking, able to work independently, meticulous, and coachable.
• Strong communication and interpersonal skills, ability to build client relationships with a positive and engaging personality.

Benefits

• Joining bonus and monthly business allowance available for qualified candidates.
• Proven system that allows you to achieve a five-figure monthly income in your first year and fast track to Manager to lead a team.
• Build unrestricted, recurring, and multiple streams of income through attractive commissions, bonuses, and renewal schemes.
• Industry and company recognition, such as Million Dollar Round Table (MDRT), Court of the Table (COT) and Top of the Table (TOT).
• Opportunity to qualify for multiple free trips to popular world-wide destinations every year.
• Flexible working hours, choose which clients to serve, and what kind of specialist to be.
• Continuous professional growth through a comprehensive training and development programs.
• Dedicated marketing support to generate warm sales leads and grow your business.
• Transform into a leader and entrepreneur by building your own financial services company.
• Engage in meaningful work and a rewarding lifestyle that truly benefits and adds value to the lives of people and communities.

About CO Wealth Advisory
CO Wealth Advisory Group is an authorised representative of AIA Financial Advisers Private Limited (AIA FA Singapore) (UEN: 201715016G).

CO Wealth is an award-winning and top performing agency of 20 years that deploys a Premier Wealth Service model that goes beyond traditional insurance to offer our High-Net-Worth, Mass Affluent and Corporate clients a holistic suite of financial solutions for all their personal and commercial needs. Our brand embodies ownership, excellence, and prestige. Our people and culture are wholesome and collaborative, emphasising teamwork, trust, and tolerance.