The best of both worlds is within your control, break free and make a change!
Don't limit your challenges, challenge your limit - Jason Lim, SVP Summit Planners Maximus
Client Outreach Programmes
Bringing in cold leads for our Financial Services Consultants, as well as helping them open new cases from existing clients.
Guided Progress
Weekly trainings and joint field work to keep our Financial Services Consultants updated and relevant in a developing market with ever changing products.
High Net Worth Market
Maximus specialises in the HNW sector - How to penetrate this market and grow portfolio with or without an existing client pool.
Grow Big Fast? Not For Us!
Our goal is not to be the biggest team as fast as possible, but to be the team that grows steadily and produces the best quality Financial Services Consultants and best results, which we have been proving to be true by achieving milestones and breaking records so far!
This is only possible because of the positive culture in our team where no one is alone because we instill willingness to help each other as a value we put great importance on. Everyone has some to learn from each other!
Summit Planners Maximus offer alternatives (instead of basic roadshows, MRT stations setup, etc) to help our Financial Services Consultants achieve a better and more fulfilling engagement with their clients, to ensure that they do not need to feel awkward about meeting a cold client or asking a warm lead.
