Think financial planning is just about selling insurance policies or cold calling? Not at Summit Planners, where we are invested in grooming a new breed of financial planner – one who helps clients map out their goals and advises them on how they can bring dreams to reality.
Do you have what it takes to become a Summit Planner?
It is more than just numbers and cents – being a good planner requires heart and communication. The better a communicator you are, the more likely your clients are inspired to trust you and will be more motivated to implement the plans you recommend.
Needless to say you’ll need tenacity and a healthy dose of self-confidence – you will probably face a lot of rejection in this business. To make it past “No” time and time again requires optimism and a resilient spirit. Some of our experienced planners say it can take a half dozen or more contacts to turn a prospect into a client.
Let’s move on to the positive aspects of a career at Summit Planners – for one it can be extremely rewarding, and not just financially – this is not like any other financial career where you help rich people get richer. You get the opportunity to help the average person achieve their financial goals; technically you are helping to define and attain their happiness!
Before you jump in this wholly rewarding career, it is important to truly understand that financial planning is ever-evolving and you will have to invest your time and efforts to turn your client’s success into yours. At Summit Planners we offer endless opportunities to stay updated on trends and markets, as well as a collaborative and cohesive environment.
Love to find out more about making a career at Summit Planners? We’d love to share!
JOIN US on 17 January, Tuesday, from 5pm to 8pm at:
King & Barrels (formerly known as Shui)
No. 6 Eu Tong Sen Street #01-15
Clarke Quay Central
Singapore 059817
For more information, please email us at enquiries@summitplanners.com
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