Career Roadmap
Year 1
Apply to PIAS
Month 1
$5k GR
✓ Presentation for young adults
✓ Pre seminar processes
✓ Post seminar process + calling
✓ Report pitch
✓ Successfully pitched 1 report
✓ Broadcast list
✓ (NEW ADVISORS) Call 100 Careshield/Eldershield leads
Month 2
$15k GR
✓ Coffee Talk/ Fine Dining small talk
✓ Data entry for report
✓ Report presentation
✓ Ask for referrals
✓ Set up social media
$30k GR
Month 3
✓ Closed 1 seminar/ webinar client
✓ Set up lending page
✓ Arranged 1 corporate seminar appointment
✓ Set up landing page + ads
✓ Invite client to appreciation event
Month 6
$60k GR
✓ Consistently 5 to 7 appointments weekly
✓ Do 4 reports every month
✓ Close $10k GR and above per client
✓ Post closing appointment + process
Year 1
$120k GR
✓ Achieved 1 overseas convention
✓ Hire admin support staff
✓ Client servicing process/ HQ system
✓ Client review system
Year 2
Year 2
$200k GR
✓ Achieved MDRT
✓ Hire full time admin staff
Year 3 onwards
Year 3
$300k - $500k annual income
Career Advisor
✓ Full time recruiter
✓ Recruitment process
✓ 2 to 5 advisors
✓ Training programme
✓ Weekly coaching sessions
✓ 5 to 7 appointments a week
✓ Give 3 to 5 corporate talks a year
Management
✓ Team of admin staff (PA, tele, para planner)
✓ Review system
✓ Client servicing system
✓ 10 to 25 appointments a week
✓ Side interests