- Bukit Merah Central Region (Singapore) Singapore
Full Time How To 3X Your Sales Income: Integrate B2C and B2B Sales Jobs, Salary up to SGD 10,000 in CO Wealth Advisory Group Central Region (Singapore) - Maukerja
How To 3X Your Sales Income: Integrate B2C and B2B Sales
CO Wealth Advisory Group
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Job Description
Responsibilities
Are you tired of the high-volume B2C sales grind?
If you are currently selling directly to individual consumers, you know the pressure of the monthly reset. You are constantly hunting for new customers just to maintain your income.
Most Financial Advisors also rely solely on this B2C model, and a significant number end up burnt out from the endless chase.
At CO Wealth, we do things differently—many of our top producers have successfully integrated both B2C and B2B strategies to break this cycle and build highly scalable and sustainable income streams.
By combining
Corporate B2B Solutions
with your retail business, you unlock a powerful hybrid model that multiplies your revenue while eliminating the daily grind:
The B2B Multiplier:
Instead of closing one consumer at a time, a single corporate account automatically covers dozens or hundreds of employees at once, instantly scaling your production.
Predictable, Recurring Revenue:
Corporate employee benefits and commercial accounts renew annually. This builds a rock-solid baseline of recurring income so you never start from zero.
Warm B2C Cross-Selling:
Managing a corporate account builds immense trust. It gives you direct, warm access to cross-sell highly lucrative personal wealth and legacy planning to the business owners and executives.
Worried about a lack of financial advisory experience or B2B leads?
CO Wealth Advisory
provides the exact infrastructure you need totransition your sales skills smoothly:
Our PWS Platform:
A proven framework with specialized marketing support and corporate lead generation to drive you into affluent segments.
B2B & B2C Comprehensive Training:
We train you from scratch on how to confidently pitch both Employee Healthcare Benefits and High-Net-Worth personal wealth suites.
No-Risk Joint Fieldwork:
You won't pitch alone. Our senior mentors and B2B specialists will go into the field with you, guiding you until your corporate accounts are closed.
Our Track Record
With a 20-year legacy of elite performance, CO Wealth Advisory is an award-winning, top-producing agency at AIA FA.
40% of our consultants consistently achieve MDRT, COT, and TOT
, with top producers scaling to $200,000–$800,000 in annual recurring income within 3 to 8 years.
Ready to build asmarter, recurring sales business under the guidance of exceptional industrymentors?
Send you resume to:
*************
to arrange a confidentialdiscovery call to explore a high-earning hybrid FA career.
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, Client Servicing, Business Development, Relationship Management, or Account Management is 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 cash allowance scheme.
Proven system that allows you to achieve a five-figure monthly income within 1 year and fast tack to Manager to lead a team.
Unrestricted, recurring, and multiple streams of income through attractive commissions, bonuses, and renewal schemes.
Flexible working hours, choose which clients to serve, and what kind of specialist to be.
Qualify for multiple free trips to popular world-wide destinations every year.
Industry and company recognition, such as Million Dollar Round Table (MDRT), Court of the Table (COT) and Top of the Table (TOT).
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 FinancialAdvisers 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 beyondtraditional insurance to offer our High-Net-Worth, Mass Affluent and Corporateclients a holistic suite of financial solutions for all their personal andcommercial needs. Our brand embodies ownership, excellence, and prestige. Ourpeople and culture are wholesome and collaborative, emphasising teamwork,trust, and tolerance.
About CO Wealth Advisory
CO Wealth Advisory Group Pte Ltd (UEN: 201305620H) is an authorised representative of AIA Financial Advisers Private Limited (AIA FA Singapore) (UEN: 201715016G).
We are next generation Financial Advisers that deploy a Premier Wealth Service model that goes beyond traditional insurance to offer our regional High-Net-Worth, Mass Affluent and Corporate clients a holistic suite of financial solutions for all their personal and commercial needs.
We are an award-winning and top performing agency of 20 years with AIA FA Singapore that embodies ownership, excellence, and prestige. Our people and culture are wholesome and collaborative, emphasising teamwork, trust, and tolerance.
About AIA Group
AIA FA Singapore is part of the AIA Group, the largest independent insurance group in the Asia Pacific with a presence across 18 markets and listed on the Hong Kong stock exchange. A reputable and instantly recognisable brand backed by a 100-year history, and well known for providing unrivalled training and support in the industry.
We are purpose-driven to help people live Healthier, Longer, Better, Lives by making a significant, positive impact for the communities we serve across Asia.
If you are currently selling directly to individual consumers, you know the pressure of the monthly reset. You are constantly hunting for new customers just to maintain your income.
Most Financial Advisors also rely solely on this B2C model, and a significant number end up burnt out from the endless chase.
At CO Wealth, we do things differently—many of our top producers have successfully integrated both B2C and B2B strategies to break this cycle and build highly scalable and sustainable income streams.
By combining
Corporate B2B Solutions
with your retail business, you unlock a powerful hybrid model that multiplies your revenue while eliminating the daily grind:
The B2B Multiplier:
Instead of closing one consumer at a time, a single corporate account automatically covers dozens or hundreds of employees at once, instantly scaling your production.
Predictable, Recurring Revenue:
Corporate employee benefits and commercial accounts renew annually. This builds a rock-solid baseline of recurring income so you never start from zero.
Warm B2C Cross-Selling:
Managing a corporate account builds immense trust. It gives you direct, warm access to cross-sell highly lucrative personal wealth and legacy planning to the business owners and executives.
Worried about a lack of financial advisory experience or B2B leads?
CO Wealth Advisory
provides the exact infrastructure you need totransition your sales skills smoothly:
Our PWS Platform:
A proven framework with specialized marketing support and corporate lead generation to drive you into affluent segments.
B2B & B2C Comprehensive Training:
We train you from scratch on how to confidently pitch both Employee Healthcare Benefits and High-Net-Worth personal wealth suites.
No-Risk Joint Fieldwork:
You won't pitch alone. Our senior mentors and B2B specialists will go into the field with you, guiding you until your corporate accounts are closed.
Our Track Record
With a 20-year legacy of elite performance, CO Wealth Advisory is an award-winning, top-producing agency at AIA FA.
40% of our consultants consistently achieve MDRT, COT, and TOT
, with top producers scaling to $200,000–$800,000 in annual recurring income within 3 to 8 years.
Ready to build asmarter, recurring sales business under the guidance of exceptional industrymentors?
Send you resume to:
*************
to arrange a confidentialdiscovery call to explore a high-earning hybrid FA career.
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, Client Servicing, Business Development, Relationship Management, or Account Management is 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 cash allowance scheme.
Proven system that allows you to achieve a five-figure monthly income within 1 year and fast tack to Manager to lead a team.
Unrestricted, recurring, and multiple streams of income through attractive commissions, bonuses, and renewal schemes.
Flexible working hours, choose which clients to serve, and what kind of specialist to be.
Qualify for multiple free trips to popular world-wide destinations every year.
Industry and company recognition, such as Million Dollar Round Table (MDRT), Court of the Table (COT) and Top of the Table (TOT).
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 FinancialAdvisers 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 beyondtraditional insurance to offer our High-Net-Worth, Mass Affluent and Corporateclients a holistic suite of financial solutions for all their personal andcommercial needs. Our brand embodies ownership, excellence, and prestige. Ourpeople and culture are wholesome and collaborative, emphasising teamwork,trust, and tolerance.
About CO Wealth Advisory
CO Wealth Advisory Group Pte Ltd (UEN: 201305620H) is an authorised representative of AIA Financial Advisers Private Limited (AIA FA Singapore) (UEN: 201715016G).
We are next generation Financial Advisers that deploy a Premier Wealth Service model that goes beyond traditional insurance to offer our regional High-Net-Worth, Mass Affluent and Corporate clients a holistic suite of financial solutions for all their personal and commercial needs.
We are an award-winning and top performing agency of 20 years with AIA FA Singapore that embodies ownership, excellence, and prestige. Our people and culture are wholesome and collaborative, emphasising teamwork, trust, and tolerance.
About AIA Group
AIA FA Singapore is part of the AIA Group, the largest independent insurance group in the Asia Pacific with a presence across 18 markets and listed on the Hong Kong stock exchange. A reputable and instantly recognisable brand backed by a 100-year history, and well known for providing unrivalled training and support in the industry.
We are purpose-driven to help people live Healthier, Longer, Better, Lives by making a significant, positive impact for the communities we serve across Asia.
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