WHY JOIN UNICORN?

Stepping into the role of a financial consultant is a big responsibility and one that not just anyone is prepared for. Friends and family and the people they introduce place great trust and reliance on their Unicorn consultant – and no one involved wants that trust betrayed.

That’s why we provide all the mentorship and training that newcomers need to thrive in the profession – because your success is important to us, and your expertise and sustained effort are vital for our clients’ financial well-being. You and we must both discharge our responsibility to them properly.

Fulfilment

As a Unicorn financial consultant, you will work hand-in-hand with clients – guiding them through various life stages, growing with them and securing their financial future.

This is a deeply fulfilling and rewarding role that Unicorn consultants can relish. And only a Unicorn consultant, because only Unicorn consultants are taught and mentored how to care properly for clients over the long term.

Future

Develop your career as a financial consultant and be highly focused on helping individuals and families achieve their financial aspirations. Or build a team around you as a leader and mentor, guiding your handpicked team of financial consultants to success.

As a financial consultant, you can build a stream of recurrent income earned from caring for the Assets Under Advice that you help clients to accumulate.

And as a business leader, you will also earn via a profit-sharing model that’s based on the performance of your team – the better they do, the more you will earn.

I focus on training our planners for success – ‘success’ being defined as how many people’s lives are made better by interaction with our planners.... how we make a valuable contribution to society. After all, we are a private enterprise in the business of public service.

- Robin Tan

Training & Coaching

Develop your expertise in financial planning, investments, relationship building, communication, psychology, and other aspects of your career with our in-house training sessions – conducted by experienced professionals who are also your colleagues, mentors and Unicorn family members.

To further ensure your success, our leaders offer all new consultants 1-to-1 time with them. This includes time for weekly coaching and mentoring guidance, case study analyses, business planning, financial planning discussions, and more.

Family Culture

In our organisation, our leadership team, financial consultants and staff members all share a common vision and belief structure. We are a family of professionals who are eager to learn, have fun, and build our clients’ and our own wealth together.

We organise weekly sports meetups, monthly reunion dinners (where your family members and clients are invited too) and have support groups that enable our financial consultants to learn and better serve clients.

FREQUENTLY ASKED QUESTIONS

1. What qualifications do I need?

Minimum ‘A’ levels or Diploma. You must be at least 21 years old.

2. Do I need to be trained in sales or have prior sales experience?

Sales experience is not required, as Unicorn provides comprehensive in-house training to all consultants. We will equip you with communication, skills, mindset training, and professional expertise (including financial planning and investment knowledge).

3. How do I join Unicorn as a consultant?

Simply contact us, and we’ll walk you through the process. Or you can sign up one of our upcoming recruitment events at our events/training page.

4. How does Unicorn support its financial consultants?

We offer mentoring, coaching, training and support groups to guide you every step of the way.

5. What personal traits do successful Unicorn financial consultants have?

We expect our financial consultants to demonstrate these four traits that are directly related to our core values – you must be hardworking, honest, sincere and have a strong sense of integrity.