Exciting Job Opportunities For Aspiring Student Financial Advisors with AIA Seeking to Boost Lead Generation and Close More Deals
Since 2002, we have held the position of market leader and trailblazer in Maternity Insurance and financial planning services for babies and young families in AIA. Our track record includes forging partnerships and collaborations with seven private hospitals and numerous other businesses in the baby industry, where we have been designated as the primary provider of baby insurance services. Throughout our journey, we have had the privilege of advising and assisting over 15,000 young parents in their financial planning needs.
Discover the path to achieving a six-figure income with a consistent flow of warm leads even if you’re new to the field and lack a marketing presence. Get ready to Excel!
Testimonials from Our Financial Advisors
Our team is made up of dynamic, driven professionals who are passionate about helping others succeed. We foster a culture of excellence and collaboration, where everyone is encouraged to learn and grow.
Nicholas achieved Over $200k Annual Income, Bought His Dream Car Within His 1st Year & Enjoyed Fully-Sponsored Incentive Trips Globally While Still in University
Edmund, a Diploma Holder Who Consistently Ranks in the Top 1% at AIA, Earning $500,000 Year After Year, All While Savoring Fully Sponsored Global Trips, Serving as Financial Services Associates Director.
Adrian surpassed $100,000 in His First Financial Year at the Age of 25, Despite Not Having a Robust Social Network.
Melissa achieved a 6-Figure Income at Just 26 Years Old and Never Had to Concern Herself with Lead Generation or Appointment Scheduling, Thanks to Jake’s Proven System.
Jason Accomplished Over $200,000 in Just 2 Years and Significantly Expanded His Client Base as a New Agent, All Thanks to a Consistent Flow of Leads, Despite Having Zero Prior Sales Experience.
Are you a student who is passionate about helping others and interested in a career in finance? If so, then you may want to consider becoming a Student Financial Advisor.
Student Financial Advisors play an important role in supporting the financial success of their fellow students and help them to develop financial literacy skills that will benefit them throughout their lives.
Working as a Student Financial Advisor is a great way to gain valuable experience in the financial industry and to develop the skills and knowledge you need to succeed in a future career as a financial advisor.
Look at Our Remarkable Track Record
Our financial services consultants have successfully attained six-figure incomes and qualified for numerous company incentive trips, all without the hassle of struggling to find leads. In fact, we rank among the top three highest-performing groups out of 200 districts within AIA (based on 2022 results).
Our financial services consultants can attest to our excellence.
Enjoy a Steady Stream of Leads
Hundreds of individuals I’ve assisted have realized their goals thanks to my proven lead generation system. With our corporate partnerships, you’ll experience a consistent influx of high-quality leads, each with specific insurance needs, every month.
Say goodbye to the stress of hunting for new clients or pestering your friends and family.
Join a Team of Ambitious Young Professionals
Our team comprises dynamic, driven professionals who foster a culture of excellence. They are here to help you cultivate the skills required for success. At JAKEYU Group, we prioritize mentorship, provide ongoing support, and create a collaborative team environment to empower you in your career within this financial industry.
About Jake Yu Group, AIA Singapore
As of 2021, our team boasts a robust lineup of over 70 Financial Consultants, along with 8 dedicated Managers and Associate Directors. Our team members primarily fall within the age range of their 20s to 40s, comprising a diverse mix of fresh graduates and individuals hailing from various professional backgrounds, with the majority holding degrees or higher qualifications.
In the year 2021, an impressive 32 of our team members achieved annual earnings ranging from $100,000 to a remarkable $850,000, serving as a testament to their outstanding financial accomplishments. At our core, we hold a deep commitment to the principles of sharing and assisting our colleagues in their growth and success journey. We firmly believe in the power of teamwork and subscribe to the philosophy of “Together Everyone Achieves More.”
About Jake Yu, AIA Master District Director, Singapore
Mr. Jake Yu, an AIA Master District Director in Financial Services, founded his insurance agency in 1994. Over the years, he has played a pivotal role in recruiting and nurturing numerous accomplished Financial Consultants and Agency Managers. Mr. Yu is also the visionary behind the “Gift of Love” project and is credited as the first individual in Singapore to pioneer the concept of complimentary baby insurance.
Furthermore, Jake has personally established partnerships with seven private hospitals and several baby-related companies to facilitate lead generation for his team of Consultants, thereby amplifying their prospecting and sales endeavors. His leadership acumen is exemplified by his appointment as the President of the AIA ADC group, comprising 16 Districts, for the years 2020 and 2021. In this capacity, he led a cohort of over 400 Consultants and Leaders in their business and career development pursuits.
About the Team
We have exceptional champions within our organization who have consistently delivered outstanding results and maintained stellar performance over the years. Their remarkable achievements include qualifications for prestigious AIA Clubs and Awards, such as the Million Dollar Club, Million Dollar Round Table (MDRT), and AIA Overseas Convention trips. Each of them commands an annual income ranging from $100,000 to $500,000, all while securing financial protection and facilitating wealth management for thousands of clients and their families.
Agency Awards & Achievements
- 2021: Achieved TOP Director 2nd runner up by FYC ranking
- 2021: TOP 2 MDRT District with 24 MDRT & COT Qualifiers
- 2021: TOP 3 Prestige HNW District
- 2020: Achieved 5th-runner up Financial Services Director
- 2019: Achieved 3rd runner up Director ranking
- AIA President Awards 2018 , 2020 & 2021
- AIA Hall of FAME and Hall of Honour
- AIA Million Dollar FYC Agency since 2012
- AIA TOP Director (Agency Biz Marketing) 2007 to 2016
- AIA TOP 5 Director (Accident & Health) 2005 to 2016
- AIA Pinnacle Club District 2001 to 2019
- AIA TOP District (Credit Life) 1999 to 2001
- AIA TOP Recruiter Award 2001
- Spring Singapore People Development Award 2001
Benefits of being a Student Financial Advisor in Singapore
- Performance-based incentives such as allowance, commission and overseas trips*
- Industry and company recognition
- Continuous professional development through a comprehensive training and development program
- Opportunity to develop your leadership and management skills by building your very own agency and leading a team of professional Financial Services Consultants
If you are a motivated and passionate student who is interested in a career in finance, then working as a Student Financial Advisor is a great way to start. It is a rewarding job that can help you make a real difference in the lives of your fellow students and prepare yourself for a successful future in the financial industry.
AIA Financial Associate Scheme (FAS)
The AIA Financial Associate Scheme offers a comprehensive program tailored to prepare individuals for a successful career in the financial services industry. Participants undergo rigorous training to develop the necessary skills and knowledge required for the field of life insurance. Key Highlights:
- Holistic Skills Training: The scheme provides candidates with job-specific training and a foundational understanding of the life insurance industry, ensuring they are well-equipped for the demands of the job.
- Career Development Support: Participants receive guidance and support to advance in their careers, with access to training programs aimed at fostering success and progression towards managerial roles.
- Structured Compensation Model: Eligible candidates benefit from a stable and structured compensation model, including a base salary per month and attractive quarterly bonuses, providing financial stability and incentives for performance.
- Employee Benefits: As direct employees of AIA Singapore, participants enjoy full-time employee benefits such as CPF contributions, annual leave, and medical benefits, enhancing their overall employment experience.
* CPF contributions are applicable only for Singaporeans and Singapore Permanent Residents (SPR).
The AIA Financial Associate Scheme offers a unique opportunity for individuals seeking a fulfilling career in the financial services industry, providing both the training and support needed to excel in this dynamic field.
The AIA Entrepreneur Power Scheme (EPS)
The AIA Entrepreneur Power Scheme (EPS) is a 2-year program designed for individuals seeking to accelerate their career in the financial services industry. Participants, whether fresh graduates or mid-career switchers, undergo a comprehensive 12-month training program, with accreditation from The Institute of Banking & Finance (IBF).
Candidates will receive a monthly allowance for up to 24 months upon meeting required validation. The initial 2 months focus on intensive training covering insurance industry fundamentals, financial planning, product knowledge, and professional skills. Subsequent months include monthly trainings on leadership and sales excellence to further enhance participants’ capabilities.
Job Responsibilities of being a Student Financial Advisor
- Providing financial advice based on clients’ financial and protection needs
- Providing recommendation to clients on wealth accumulation and legacy planning
Requirements of being a Student Financial Advisor
- Minimum full certificate in GCE ‘A’ Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent.
- At least 21 years old (mandatory by MAS)
