Husband and Wife Team of Financial Planners…. Join Us Now!

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Alhamdulillah… By now, some of you might have known that, my wife has quit her job as a civil servant to join my team as a financial consultant in an insurance cooperative in Singapore.

I am blessed to have her by my side, as we work together to build our dream team of financial consultants promoting cooperative insurance and shariah compliant funds in Singapore.

I will like to personally extend this opportunity for you to join us too! 🙂

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To join us, you need to have at least a Diploma or 4 A Levels.

You can sms/whatsapp me @ 96520134 for us to arrange a meet up to discuss further.

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After our discussion, if you decide to join us, we shall schedule you for an interview.

After the interview, you will need to study for exams. There are a total of 4 exams that you need to pass.  M5, M9, HI and M9A.

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We will sponsor your exam fees and tutorials will be conducted by experienced trainers  to help you pass the exams with ease.

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Once you passed all the required papers, and while waiting for your MAS rep number, you will need to undergo a 2 weeks training program by our insurance cooperative.

This 2 weeks training will teach you the fundamentals of financial planning and equipped you with the relevant product knowledge to advice your clients. You will be a competent and confident financial advisor by then. Insya’Allah 🙂

Nevertheless, the support does not ends there.

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I will be your personal mentor and you will be assigned to a manager.

Your manager will accompany you, guide you and do joint field work.

It basically means that your manager needs to be with you to assess your level of competency and facilitate your financial planning presentation for your clients. Once you closed your first 3 life cases, with your manager’s close guidance, only then you can advice your clients independently.

Along the way, my role as a mentor is to guide you further on your financial planning skills. Yes. You are trained as a financial planner, but I will help you go one step further, to differentiate yourself from the rest of the financial planners in Singapore.

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I will share with you on how to help your clients plan their finance in a shariah compliant way in Singapore.

The Muslim population of 600,000 is a huge and untapped market.

I will teach you financial strategies, that no other financial planners or trainers in this country has ever done. It will be tailored to Singapore’s context.

We shall start with the very basic first. Something that you can do, to help your Muslim clients in Singapore immediately. Not tomorrow, not the following week or month. You help them immediately.

We focus on the essentials first.

As you win the trust of more clients who engage your financial planning service, you will gain the confidence. You will gain the motivation. You will be ensured that your financial planning practice is build on solid foundations, geared to success.

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The journey itself, wont be easy, but we will make it easier for you.

Every month, we conduct roadshows for our Muslim financial consultants at Muslim dominated areas. Yes… We work as a team. This 6th-12th of July 2015, we will be doing roadshows at Joo Chiat Complex.

Our roadshow team are made up of experienced planners and we can learnt from each other.

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For the first 2 years, you need to build your base of clients.

There are a lot of ways to get clients, like blogging, facebook advertising, referral marketing and also roadshows. My role as your mentor is to guide you on that, and we have solid support systems in place, which I will not disclose here.

To join us, you need to have at least a Diploma or 4 A Levels.

You can sms/whatsapp me @ 96520134 for us to arrange a meet up to discuss further. I look forward to work together with you, as a team. Insya’Allah.

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p.s. By the way, if you wish to discover a simple & halal way to create a positive monthly cashflow and calculate your net worth for FREE, then please click here…

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This post was written by:

- who has written 410 posts on The Official Helmi Hakim Website.

A certified financial consultant, Helmi Hakim has won praise for his patience, perseverance and practicality when solving his clients' financial concerns. For more information on how you can manage your finances better, contact Helmi Hakim at 96520134.

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