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VIRTUS ASSOCIATES

Our Sales Planning Tools

Architect hold plans

We don't just equip our team with the technical knowhow to succeed. Every financial services consultant in our team is also given access to our proprietary planning tool that they can use for both their professional and personal needs.

Developed in partnership with Financial Fortress, the Fortress Technologies Sales Builder is a proven management operation tool for financial services consultants. 

 

It helps our associates pace, plan, and track their strategies for the best results. With it, they can provide the support and consistency necessary to scale their teams successfully and keep hitting key performance indicators.

The app can serve as a profiling tool where financial services consultants keep data for ranking and coaching purposes. Notifications and analytics provide quick clarity when needed, while user-friendly accessibility make data input easy even when on the go.

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With this tool, even newly promoted managers can identify the gaps in any given consultant’s skillset or financial knowledge. That makes it possible to provide the right training to the right people at the right time.

 

Learn more about how our Sales Builder can help you need to take charge of your financial services consultancy now.

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CONTACT US

+65 6579 5595

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© 2021 Virtus Associates. All rights reserved. 

 

This is not the official website of AIA Singapore Private Limited (Company Registration No. 201106386R)(AIA). AIA disclaims all warranties of merchantability and fitness for purpose of the materials on this website. AIA makes no warranties or representations as to the results of the use of the materials on this website in terms of their correctness, accuracy and reliability. Nothing on this website should be regarded as an offer or solicitation to sell insurance products in any country to any person to whom it is unlawful to make such an invitation or solicitation in such a country. 

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Terms of Use: (1) All trademarks, service marks, trade names, product names, icons and logos of AIA are owned by AIA and may not be used without prior written permission from AIA. (2) All AIA products and services referred to in this website (or linked thereto to the website) known as www.virtusassociates.com.sg (the “Agency Website”) are offered only in countries where such products and services may lawfully be offered by AIA Singapore and the materials on the said Agency Website are not intended for use by persons located in or resident in, countries that restrict the distribution of such materials. (3) Neither the Agency Website nor the link to the products or services on AIA’s corporate website should be regarded as an offer to sell or a solicitation to buy any insurance product or other products or services of AIA in any country to any person to whom it is unlawful to make such invitation or solicitation in such country. (4) No warranties regarding non-infringement of third party rights, security, accuracy, fitness for purpose, merchantability or freedom from computer viruses in the Agency Website or the AIA corporate website (linked thereto) are given by AIA

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Information is correct as at 05/02/2021

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SP-VirtusAssociates is an authorised representative of AIA Singapore Private Limited (Reg.No. 201106386R)

© 2024 by Virtus Associates

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