Are you a Financial Adviser tired of the mass-market grind?

Roles & Responsibilities

Many talented FAs hit a growth ceiling because they are stuck chasing a high volume of individual, low-value retail policies.

Without the right platform to give you access to the Affluent, High-Net-Worth, and Corporate (B2B) prospects and clients, tapping into these highly lucrative segments feels very challenging right?

If you are an existing FA facing roadblocks, it is likely one of these three reasons:

• Lack of Mentorship: Your current agency lacks the specialized knowledge, training, marketing campaigns, and/or joint fieldwork support needed to open relevant conversations with the target segments.
• Not enough Lead Generation: You are expected to source for your own clients with little to no marketing support.
• The Income Rollercoaster: You lack a predictable, recurring income because you aren't capitalizing on closing bigger cases or enjoying the compounding renewal premiums that corporate accounts offer.

Move Upstream with CO Wealth: We don't just teach you how to sell—we provide a premier wealth services platform to help you build a highly scalable business.

The proof is in our results:

- 40% of our consultants consistently qualify for MDRT, COT, and TOT, while 70% are Club Qualifiers.

- We consistently win awards for Top MDRT, HNW and Corporate Solutions production for consecutive years.

- Specialist Pathways: Choose to specialise in Corporate Solutions, Investment or Estate and Legacy planning - high value clients don't want to work with generalists, they want to work with specialists with deep subject matter expertise.

Time to take ownership of your career progression and lets have a confidential discussion on the possibilities you can create when you join CO Wealth.

Send your resume to: hr@coadvisory.com

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 of20 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.

Tell employers what skills you have

Wealth Management
Lead Generation
Sales
Group Insurance
Interpersonal Skills
Client Prospecting
Relationship Management
Results Oriented
Marketing
Investment Sales
Insurance Sales
General Insurance
Life Insurance
Retirement Planning
Team Player
Health Insurance
Financial Services