MDRT/COT/TOT Financial Adviser (Career Breakthrough)

MDRT/COT/TOT Financial Adviser — Career Breakthrough Opportunity

You have the drive. You can prospect. You know how to start conversations.

But perhaps you are not receiving the level of lead-generation support, coaching, appointment-setting assistance, or closing guidance needed to consistently convert your effort into the results you know you are capable of achieving.

This is an opportunity for experienced, licensed financial advisers who are ready to move beyond working harder alone—and enter a high-performance environment built to help advisers turn potential into measurable production.

Join a 40-member advisory team led by active, proven producers: two TOT and one COT achievers, each with a consistent track record over the past three years. You will receive practical guidance from leaders who remain active in the field and understand what it takes to generate opportunities, secure appointments, conduct strong client conversations, and close cases in Singapore’s financial-advisory market.

This is not a generic recruitment opportunity. It is a structured platform for advisers who are serious about building towards MDRT, COT, TOT, and ultimately a six-figure annual income through disciplined execution, strong client service, and consistent sales activity.

What you will receive

• Company-generated sales leads to support your advisory activity

• Digital-marketing and social-media lead-generation support

• Referral-system support to help build a more sustainable pipeline

• Appointment-setting assistance from telemarketers

• Lead support provided to every adviser who joins the team

• One-to-one coaching from active COT and TOT producers

• Weekly sales clinics focused on real advisory conversations, prospecting, conversion, and case progression

• Opportunities for joint client appointments and practical, field-based learning

• Guidance in lead generation, appointment setting, client engagement, and case closing

• A professional, discreet, and performance-driven team environment

• The support of a 40-member advisory team based at Manulife Tower

Who this opportunity is for

This role is designed for existing licensed financial advisers who:

• Are currently with another financial-advisory firm, insurance distribution channel, or advisory practice

• Have proven prospecting ability but want stronger support to improve conversion and case-closing outcomes

• Believe they have outgrown their current environment

• Want a more structured pathway to higher production and professional achievement

• Are motivated to pursue MDRT, COT, and TOT-level performance

• Value coaching from active, credible producers rather than purely theoretical training

• Are prepared to take ownership of their activity, client relationships, and long-term advisory career

Why join this team

Strong advisers do not lack ambition. Often, they lack the right environment, systems, and daily support to convert consistent effort into consistent results.

Here, you will be surrounded by leaders who have demonstrated sustained COT and TOT performance and who actively support advisers in the activities that matter most: generating leads, getting appointments, building client trust, managing cases, and converting opportunities into outcomes.

Internal team performance indicates that 25% of team members have achieved MDRT, COT, or TOT qualification within nine months. Results are not guaranteed, but this reflects the calibre of the team, the strength of the support structure, and the standards expected from advisers who choose to build their careers here.

Your career opportunity

If you are a licensed financial adviser with potential, drive, and the willingness to be coached, this could be the breakthrough move that changes the trajectory of your advisory career.

You will have the opportunity to build towards:

• Stronger and more consistent sales activity

• A more reliable lead and appointment pipeline

• Improved conversion and closing capability

• MDRT, COT, and TOT-level production goals

• A structured pathway towards a six-figure annual income

• A long-term advisory practice supported by a high-performance team

Apply now

All applications and career discussions will be handled in strict confidence.

If you are an existing licensed financial adviser who is ready to convert your effort into bigger results, submit your application through this job portal today.

Your next level may not require more effort. It may require the right environment.