A career as a Financial Representative is not just a product sales job. Your role is to help others achieve their financial goals through proper planning. Our proven career advancement pathway allows you to fast-track your career and move into a management position, where your primary role as a manager is to identify, nurture and develop future talent.

In other words, you’ll be an entrepreneur running your own business. To do this, you’ll demonstrate exceptional leadership abilities and bring out the best in your Financial Representatives.

Approach potential customers with a view to helping them. Any family who has lost a loved one but has still been able to maintain their lifestyle through adequate insurance protection will tell you how important that help is. 

In any job you have to deal with rejection. But as an insurance professional, the potential for rejection will be reduced if your approach is helpful.

A career in financial planning allows you to maximise your earning potential and generate a stream of passive and perpetual income that will create financial stability.

As a Financial Representative, your paycheck will correspond with your performance – and there’s no limit. The income you earn may vary from month to month, but is usually much higher than a regular salaried job.

Your family will become proud of the difference you make to the lives of others as you achieve success and recognition at work.

Similar to other types of professionals, Financial Representatives are required to pass the relevant pre-contract licensing exams to be certified. To ensure you are well-prepared, we will provide you with the following comprehensive exam support:

• In-house tutorials
• Sample examination papers
• Examination clinics
• 1-to-1 coaching
• E-campus online mock questions

You’ll become skilled at analysing your customers’ situations and will soon be able to offer solutions to meet unique financial objectives. As a result, our Financial Representatives enjoy a fulfilling and worthwhile career.