Boost your career success with Summit Planners Pinnacle

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 appreciation & acquisition seminars provide an excellent opportunity for you to invite your clients to attend and gain valuable insights.

Training

Regular in-house estate planning sessions enhance financial services consultants’ knowledge, 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.

Explore Our Tools

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

Flexibility and Variety

Dynamic work, adaptable schedule

Opportunities for Impact

Create change, help others

Diverse Career Paths

Many roles, endless opportunities

Attractive Compensation

Competitive compensation & benefits

Hear from Us

Insights and advice from experts shaping careers for success

Lim Huilian

MDRT Qualifier 2025

There is so much more I learnt, particularly in the area of estate planning, as I continued to grow in my wealth management career. Having a strong mentor and a supportive team were key to my success as well.

Unlearn and re-learn - this is how I keep growing and value-adding to our clients!

Chermain Di

Assistant Vice President

I never thought I would be able to lead a team of COT & MDRT achievers. Under the guidance of our Director Daryl and the incredibly supportive environment in Summit Planners, I learnt about how to recruit and coach a team of achievers into over-achievers, as a 100% pure manager focusing on team management.

Success is a Process of doing the right things consistently every day!

Evelyn Lim

COT Qualifier 2025

As an individual contributor for 2 decades in wealth management, I yearn to learn more and do even better. In my role with at Summit Planners, I achieved MDRT in 3 months, followed by COT the following year - all these while building and managing a team of 7 advisers (including one TOT). Credits to my Director Daryl for his faith in me.

When You Believe, You Can Achieve!

Join SUMMIT PLANNERS PINNACLE

Ready to Accelerate Your Career Progression?

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

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