Provide financial plan and services to client for their financial needs, ranging from wealth protection, wealth accumulation, wealth preservation and wealth distribution.
Develop individualized financial plans in wealth protection, wealth accumulation, wealth preservation and wealth distribution.
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Business Management
Consulting
Leadership
Operations Management
Strategy Development
Problem Solving
Training and Development
Client Relationship Management
SME Management
Business Coaching
Communication Skills
Insurance Products Knowledge
Sales and Marketing
Customer Relationship Management
Communication and Interpersonal Skills
Financial Planning
Risk Assessment
Problem Solving
Negotiation
Time Management
Continuous Development: Stay updated on market trends and regulations, while actively participating in training to enhance your financial and sales expertise.
Compliance & Ethics: Adhere to all industry regulations and uphold high ethical standards.
Performance & Growth: Strive to meet and exceed sales targets, with opportunities to build your own agency.
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Build and manage client relationships while developing leadership capabilities
Progress into a long-term career path as a professional advisor and future agency leader
The Next Gen Advisor (NGA) Programme is a structured career launch designed to support aspiring financial advisors with monthly financial allowance, training, and mentorship.
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Continuous Development: Stay updated on market trends and regulations, while actively participating in training to enhance your financial and sales expertise.
Compliance & Ethics: Adhere to all industry regulations and uphold high ethical standards.
Performance & Growth: Strive to meet and exceed sales targets, with opportunities to build your own agency.
...