Elevate Your Career to the Summit of Success
Join our financial team, impact lives, build success
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What Do We Offer?

Empowering careers with growth opportunities and industry-leading support

Lead Generation

Sales campaigns are always accessible through the in-house mobile app, making it effortless to share them with your clients.

Leads Distribution

Lead distribution is streamlined through the in-house mobile app, ensuring you never miss any lead opportunities.

E-Book Lead Generation

Comprehensive e-books is prepared and ready for you to share with your client, helping them connect effortlessly.

Sales Activity

Strong sales activity foundation generates opportunities for lead generation and new business growth.

Recruitment Webinar

Recruitment webinar designed to help leaders attract potential candidates, encouraging them to participate and ultimately join the team.

Client Webinar

In-house Will and Trust planning seminar provides an excellent opportunity for you to invite your clients to attend and gain valuable insights.

Training

Regular in-house estate planning and trust training enhances consultants' expertise, ensuring they stay updated and informed.

In-House Mobile App

An information hub for sales activities, events, and company compliance-related matters ensures you never miss anything important.

Why Join Us

Join us to grow, connect, learn, and achieve great things

...
Prestige and Recognition
Respected career, admired status
...
Financial Literacy
Master money, build wealth
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Flexibility and Variety
Dynamic work, adaptable schedule
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Opportunities for Impact
Create change, help others
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Diverse Career Paths
Many roles, endless opportunities
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Attractive Compensation
High pay, great rewards

Summit Planners Cluster 2024 Achievement

46.481876332623
Achiever Rate (%)
22
Top of the Table
44
Court of the Table
152
Million Dollar Round Table

Ready to Accelerate Your Career Progression?

Join Summit Planners Cluster and take your career to new heights!