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Join Finex & Co

Joining our team means embracing a world of opportunities and growth in a dynamic and innovative environment. At Finex & Co, we boast a team of seasoned professionals and experts in the field of estate planning. Joining us means being surrounded by mentors and colleagues who are committed to excellence, providing you with invaluable knowledge and support.

At Finex & Co, we believe in continuous learning and professional development. Expect regular training sessions, workshops and access to industry conferences to keep your skills sharp and your knowledge up-todate.

Why Join Finex & Co ?

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Funding Calculation System

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Frequent Online Coaching

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Direct legal advisor Whatsapp contact number

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Receive draft Will within 3 working days (max)

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Submit client's information through system

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Receive draft Will within 3 working days (max)

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Submit client's information through system

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Testimonials

“Incorporating will writing and estate planning into my conversations with clients has been a total game-changer. It’s not just about insurance policies anymore, it’s about having those crucial talks on family protection. Clients really appreciate this more holistic approach, it’s like giving them a complete family safeguard. ”

Ms JoannePrudential Wealth Planner

“Incorporating will writing and estate planning into my conversations with clients has been a total game-changer. It’s not just about insurance policies anymore, it’s about having those crucial talks on family protection. Clients really appreciate this more holistic approach, it’s like giving them a complete family safeguard. ”

Ms JoannePrudential Wealth Planner

“Starting a conversation with will writing and estate planning has made all the difference in my insurance sales. It’s not just about selling policies, it’s about creating a dialogue on securing legacies and financial stability. The natural transition to upselling insurance just flows.”

Ms BryanAIA Life Planner

“Incorporating will writing and estate planning into my conversations with clients has been a total game-changer. It’s not just about insurance policies anymore, it’s about having those crucial talks on family protection. Clients really appreciate this more holistic approach, it’s like giving them a complete family safeguard. ”

Mr BryanAIA Life Planner

“As a senior insurance advisor, adding will writing to my services has been a real eye opener, it’s not just about selling policies, it’s about diving into deeper conversations about securing their family‘s future.The coolest part is that it has led to more clients opting for additional insurance coverage. It's a win-win, where clients feel secure, and my business grows.”

Ms JamesAllianz Insurance Agent

“As a senior insurance advisor, adding will writing to my services has been a real eye opener, it’s not just about selling policies, it’s about diving into deeper conversations about securing their family‘s future.The coolest part is that it has led to more clients opting for additional insurance coverage. It's a win-win, where clients feel secure, and my business grows.”

Ms JamesAllianz Insurance Agent

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