The posting
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: [email protected] 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.
