Unit Trust Consultant

Becoming a Unit Trust Consultant

A New Career Awaits

As a Unit Trust Consultant, you’ll embrace a new career choice for wealth building, helping clients achieve their financial dreams through unit trust investments.

A UTC is a licensed professional who guides clients in investing in professionally managed unit trust funds, pooling money to purchase securities.

Build Wealth, Create Change

As a UTC, you’ll help clients invest in unit trust funds to grow their wealth.

Provide expert advice tailored to clients’ financial goals and risk tolerance.

What Does a UTC Do?

Educate clients on the benefits and risks of unit trust investments, tailoring strategies to their financial goals.

Build relationships through regular follow-ups, ensuring compliance with ethical and regulatory guidelines.

UTC Benefits

Flexible Hours

Set your own schedule for better work-life balance.

Unlimited Earnings

Performance-based income with no cap.

Financial Freedom

Earn through commissions, bonuses, and incentives.

Low-Cost Business

Start with no office or inventory costs.

Loan Subsidies

Eligible for housing/car loan assistance.

Digital Tools

User-friendly apps for client and sales management.

Training Programs

Learn sales, products, and soft skills.

Travel Incentives

Qualify for free trips and recognition events.

Support for Success

  • Access comprehensive training programs to master sales, product knowledge, and soft skills.
  • Use digital tools and apps to streamline client and sales management.

Start Your Journey

  • Contact us to explore the UTC opportunity with Public Mutual.
  • Enroll in training to gain the skills needed to succeed.
  • Begin advising clients and building your business.

Grow Your Future

Step 1: Get Licensed

Pass the required exams to become a licensed UTC.

Step 2: Build Your Client Base

Connect with clients to offer tailored financial advice.

Step 3: Achieve Financial Freedom

Start your UTC career today and create a future filled with wealth and opportunity.

Start Your UTC Journey