- 371 ALEXANDRA ROAD Central Region (Singapore) Singapore

Lokasi Kerja
Penerangan Kerja
Tanggungjawab
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:
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 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
Benefits
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.
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