5 Step Success System

Wai & Associates > Careers > 5 Step Success System
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Our coaching system is one where we work closely with our team members to guide them to what they wish to achieve in the business. Naturally, every new associate will not only be coached in a group but also on a 1 on 1 basis on prospecting, sales presentations and leadership development.


With such a diverse team in Wai & Associates the opportunities to draw from our mentors are limitless. Our management team are proven successful team leaders and life planners with lifelong experience in the field. Our mentors goals are to help our associates succeed in all areas of their life, family, relationships as well as income.


Our strong partnership with AIA and AIA Public Takaful gives us one of the most diverse and best financial products in the marketplace. Our entire team are dedicated to ensure that all our associates are supported at the back-end. You only need to take care of your relationship with your clients. We’ll take care of the rest.

Technology Driven

We understand that doing business with our clients today has changed. As such, we have developed our system from the ground up with technology in mind. At the client level we have one of the most powerful tools in the market today. This allows our life planners to analyse, plan and execute client’s financial plan anywhere, anytime.

  • All in one IPOS system – Financial analysis, presentation, e-submission and e-payment
  • Paperless and environmentally friendly
  • Support for iPad

Agency S.M.D. System

Our team of life planners and unit managers benefit from our Agency Sales, Monitoring and Distribution System. Our entire system is integrated with the Google Apps platform, enabling our team to communicate effectively, anywhere and anytime.

  • Wai & Associates email using the Gmail platform
  • Wai & Associates Agent Sales Tools using the Drive platform
  • Wai & Associates Calendar – for monitoring and scheduling
  • Access to Google Docs, Sheets, Forms, Slides and Hangouts

Practical Step by step training

Our training are hands on and practical to ensure our life planners are able to not only connect with prospective clients, but also be able to close the deal. Developed and tested on the field, we’re confident that anyone who has participated in our New Agents Training program will be able obtain results even without any prior sales experience.

  • Tested and proven training that works in the field
  • Not just theory – practical roleplay sessions
  • On the field training – joint field work with new life planners

Discover more about Wai & Associates

Yup, we started out just like you too. You’ll notice we’re quite the diverse bunch of people.

Management team

Experienced managers and professionals who form the core leadership team in Wai & Associates.

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Get to know our team of dedicated professional life planners. We are full of passion!

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Companies we represent and are partnered with to provide the best financial solutions to our clients.

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Why join our team

What we can offer to potential associates as well as our group vision and mission.

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5 Step Success System

Our proven system of success to support our growing team of passionate associates.

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