Create, build retirement passive income via REITs & Dividend investment portfolio with potential 5% payout. FA Dividend portfolio last 12 years 5% payout. Be a DIVERSIFIRED LANDLORD. Start FIRE, 1M65 & 4M65 investment journey.
More than 35 years experience in financial product sales and advisory. 17.5 years with a leading insurance company and the next 17.5 years with an INDEPENDENT Financial Advisory firm.
I have been running a highly successful 12 weeks training, coaching and mentoring program with another two sales directors (COT & TOT) for highly motivated consultants.
Currently looking for aspiring financial practitioner who is looking for a breakthrough to join the next batch.
Suitable candidates:
1. Both Sales driven & Advisory driven consultants & mid level managers
2. Sales driven meaning focus is on numbers & sales ideas
3. Advisory driven means focus is on process driven such as personal financial coaching & Estate planning
4. Looking for right fit in terms of
a) Mindset- build long term biz via client
centric approach
b) Belief – wide range of product range &
depth benefits clients
c) Values – client first, honesty & integrity
d) Learning attitude – never stop learning
e) Supportive & cooperative, team player
f) Embrace new prospecting methods, like
COLLABORATION (will explain more)
g) One for all & all for one! spirit!
5. Financial assistance available
If you think you aspire higher performance and may be right fit, book your slot now to have a Career Discovery Chat with me!
Yes, there is no obligation to join us!
Click here to book a 30min career discovery zoom chat slot now!
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