Business successor

Catherine Chee and Planners| Date Posted: 31-Mar-2021
Save Job
Job Nature:
Position Level:
Bachelor's / Honours

Job Description

Have you dreamt of pursuing a satisfying and flexible career that provides you with exponential income growth through impacting the lives of others? After 30 years of practice, we plan to groom 10 like minded advisors to inherit  and service our 3400 client base in preparation of our retirement.

We aim to  enhance the quality of lives of our clients and colleagues through our practice based on the belief that by helping enough people solve their problems, we too will solve ours. Once we are free from worry over money issues, we can then be free to pursue our desired quality of life and work only because we want to and not because we have to.

We are aware that each of the following field of specialisation requires different skills set and personality types. As everyone comes with unique strengths so we will tailor the training program such that it helps you to to become an expert in your chosen field of specialisation in 3 years in the following areas:

  • Financial planning and investment advisory services
  • Agency recruitment and coaching
  • Legacy and retirement planning
  • Risk management and tax planning and
  • Corporate and/or general insurance.

By helping our clients save time and money and preferably make money in line with their risk profile and desired outcome with the optimal allocation of their resources, we will continue to stay relevant and be their preferred advisor. Come find out how if you have what it takes to qualify.

Company Overview
Catherine Chee and Planners