Welcome! in pursuing this Career. Some of the considerations You need to know before Joinning a Financial Planning firm.
MAA Financial can help you grow in this business. This is how we do it at MAA!
Type of Financial Services Provided by MAA
Life Insurance Planning
(Personal & Family)
General Insurance
Unit-Trust Investment
Business Insurance
Employee Benefits
Will & Tax Planning
Bank Mortgage Loans
Purpose Planning for Life
Financial Profiling & Policy Management
MAA will help You achieve you GOALS by-
Why Choose a Financial Planner Career?
Growing Income
Time that You control
Develope better Human-skills
Do-a-work that the product can never goreduntant
There is always a need of financial planning services
Able to move into managerial role
Unleashing Your "Hidden" Potential
Build You into an Entrepreneur
Inculcate a "Never-Say-Die" attitude
Master Your Financail Planning Work that have no retrenchment worries
Teach You the Skills to reach "People"
helping you to move into management
the answer is HERE and NOW!
So, what role do you want to play in this new era of
financial planning?
(... You must make reference to your "Market" reach and their demand!..)
DON'T BE LIMITED BY 1! You can harness the resources of the various leading players in the financial planning industry.
TRULY CLIENT-FOCUSSED FINANCIAL PLANNING SERVICES As an Independent Financial adviser , we are not tied-up with any Financial Institutions or a product manufacturer. We represent the interest of our clients and our solution comes from multiple financial institutions rather than from one company- “the magic of diversification“.This means we can customise the most appropriate financial plans for our clients at any stage in their lives.
We are the emerging breed of advisers who play the role of Investment adviser and Insurance Adviser who help investors to strike the best balance in order to make their financial planning work for them.
Exposure - this
role ineveitaiy build you a better adviser in the areas of product-ideas, expose you. Thus, our clients will keenly accept our role, as our advice will be impartial.
Our Group of Principal Companies that you can source your solutions
(More are coming on the way..)
Who we are looking for? "Earlier... I was hesitant to come into Financial Planning Business... after being shown the rope of the business and coupled with changes I undergo from the training at MAA, today I am confident " -Ms. Jenny Aw-
IFA Rep
MDRT Achiever
(2001, 2002, 2003, 2004 & 2005)
MAA is looking for special people to join our group of planners. Selected candidates will be given the tools and training to excel and the opportunity to significantly improve the lives of their clients while earning a healthy income. Do you have the acumen to venture and are you the one who has what it takes to fill the above positions? Your Role & Responsibilities You will be trained to provide comprehensive financial planning services in a diverse areas.
We package various products from our principal companies giving the many features / options
to cover all the needs of an individual. Our services include the following:
CAREER DEVELOPMENT MAA gives you a great Career Advantage. You will not be left alone to learn the business of financial planning. To achieve success in your career, there are many areas of considerations. We provides the stability, support and growth opportunities for you to make the most of your Career in financial planning. Training is of the most important element as it can quickly re tune you into the business and it also gives you a good foundation for future. Other is the role - it give you more business opportunity. Overall, you will benefit from:
This should be YOUR Considerations of becoming a Financial Advisers
energize by successful IFA Reps with proven records."can-do" office, 30% are MDRT achievers
Paper-work handled by Admin-staffs, IT facilities available to all IFA Rep
Opportunity to run one's company in future
1st Step...To be a Financial adviser with MAA, you need to obtain the following Capital Market Financial Advisory Sevices (CMFAS) certificate so that you can market various financial products and they are:-
M5 -Rules & Regulations for financial Advisory Services M8 -To Market Unit-Trust: Collective Investment Scheme M9 -Market Life Insurance (Death & Totally Disability) and Investment Linked Policies (ILP) HI -Market Health Insurance (Plans with Dreaded-Disease Cover, Hospital Plans, Accident, Disability Income plans) (Old certificate like CLI and ILP will exempt you from taking M9 paper) Thereafter, we will put-up your application to MAS (authority) who will issued you the license to practise.
To market General Insurance products, you need to have General Insurance certificates like:-
1. Basic
2.
Personal
3. Commercial (Old certificate like CLI and ILP will exempt you from taking M9 paper)
Your Positions & Career Path ...Investment adviser, IFA Rep, Senior Rep & Managers Your position will be allocated to you according to your experience. whatever position you starts, you must put in your effort and promote to your next status in your financial planning. Ultimately, you must promote to senior positions and move-on to manage your team of advisers.
What MAA have achieved?
Since our existing in 1997, MAA have been gowing in all areas. The most vital growth are in our advisers. In a short span, we have about ninty "MDRT (Million Dollar Round Table)" achievers. This status are only given to world top 6% of financial adviser in the world. Many of many advisers have also achieve higer status like Court-of-Table and Top-of Table. Top MAA advisers are earning above average income; few hundred thousand dallars of income a year. It is wonderful to withness the gowth of the advisers.
Trainings for You ... it depends on your experience!
Trainings are for life. You must cultivate good habits in your initial stage of your career so that with strong foundation you can adapt to various changes along the way.
* Sales-Skills Training
* Managing Weekly work-activities
* Co-ordinating Skills
* Fact-Find Skill
* Phone-Technique
* Profiling Existing Plans
* Improve your "drive"
...many many more!
* Presentation Skills
* Prospecting Skills
* Organisation Skills
* Basic Product Training
* Build "habits" to ASK
* Accountability Work-Report
Your Mentor at MAA...
As the saying, " To earn a Millon $ollars, you need a trainer who have done so to tech you. This is way we believe in helping new adviser at MAA to gradually move-on to be a succesful adviser. You will be guided and mentor by "People" who have achieved success. It is always good to be in the hand of a suucessful prectising pratitionner.
Working with higher-income client... Ultimately, you can work with this group of client. It depends on your experience gather from day one. A Wider "Wealth Management Work" can be reached if one is able to build bigger client base and exposure to this group of client. This can be done if one have good "foundation"!
MAA Office Enviroment... MAA presently operates in a office size of 4,500 sq feet in the heart of the city. The premises is owned by MAA. It is equiped with mordern facilities so as to provides a condusive eviroment for our advisers and staff to work on. MAA advisers are supported by a group of staff. Most importantly, MAA office also transmit a friendly, helpful, progressing and Productive enviroment. All these are generated by productive People at MAA. People around must continue to do that.
MAA Strength... MAA is reputable for building advisers. Unlike others, who use various way in "mass-recruitment", MAA believe in buidling "new" advisers by providing good traning program. With all this in-placed, advisers will continue to grow with strong foundation to face all adversities in future. Most (80% of MAA advisers) are completely new in this industry. Most come from other career back-ground. Not only, we build new advisers, we also guide and mentor florence them into top advisers earning a good income.
This believe come from MAA management as they have gone through this process in the initial stage of MAA in 1997.
Assuring
MAA Portfolio of Choices All financial products are provided by various established Financial Institutions that we have tie-up. The Benefits and pay-out in each plan are spelt clearly in thrie terms and conditions and they are responsible for the payment. What else must you know about them?
1.
All our partners (or Financial Institutions) are regulated by the authourity (MAS-Monetary Authority of Singapore).
2.
Their Financial Strengths are monitored by the authority regularly. They are governed by the Financial Advisers (FA) Act and must comply with its requirements.
3.
Before designing any new product these Financial Institutions must obtain clearance from the authority.
4.
All MAA's Advisers are qualify and license by the authourity individual. They are governed by the FA Act and they are to adhere to all latest requirements in conduting their financial planning work.
5.
All MAA advisers also have to adhere to the training requirement so that they are competent in their work.
Stop Your confusion!
In Financial Planning work,
there are many financial products that
onewants to market. But this
cannot be carried out as each
product are sold/market in different situations and to different buyers. Also, each products are classified in different risk. You must consider the type of "market or people" you will be reaching
to and the type of products these people will buy from you.
Start-off by...
CONTACT MAA
Please forward your resume via e-mail or you can enquire further with our recruitment manager: Yow Tian Bey at 96754621 orE-mail: tianbey@maa.com.sg
You will be nurtured to excel in this exciting financial services field, rated as the
highest earning profession in Singapore and the USA. MAA Financial Planners
122 Middle Road #07-02
Midlink Plaza Singapore 188973
Tel: (65) 6336 2001 Fax: (65) 63347302
Financial Planning through... life stages
MAA Financial Planners was established in May 1997 with the aim to set the scene for new direction in the Financial Planning industry. In a short span of time, since our existence, we exceeded all expectations, even voted as one of the top Independent Financial Planning firm by several financial institutions.
The Financial Advisers Act came into operation from 1st October 2002 and it has clearly outlined the roles one can play. MAA Financial Planners is well positioned to meet this requirement and its new service standard. Also emerging are two significant changes with the public becoming more informed in financial planning and financial institution are using additional channels to distribute their products and services.
Why Choose a Financial Planner Career?
