Full Time Retirement Planning Specialist Jobs, in YCN Group WP Kuala Lumpur - Maukerja

• minimum Diploma or 3 years working experience

• Career switchers are welcome

• Strong willingness to work in a performance-based environment

• Comfortable with flexible working hours (including evenings/weekends for client meetings)

• No prior financial industry experience required (training provided)

• Candidates with sales, teaching, consulting, or client-facing experience have an advantage

Required Skill

• Strong interpersonal communication (must demonstrate ability to build trust)

• Active listening and needs analysis capability

• Emotional resilience (can handle rejection without drop in activity)

• Self-discipline and consistency in follow-ups

• Basic financial literacy (or ability to learn quickly)

• Prospecting mindset (willing to initiate conversations, not wait for leads)

• Ethical judgment and client-first thinking

Income & Rewards

• Performance-based income structure (commission + bonuses)

• Incentives and recognition programs for top performers

• Potential to qualify for industry recognition pathways (e.g. MDRT)

Career Development

• Structured training and mentorship program

• Clear progression pathway from consultant to leadership roles

• Opportunity to pursue professional certifications (e.g. CFP, RFP, FChFP, Advisors pathway)

Work Structure & Environment

• Flexible working schedule

• Supportive team environment and coaching culture

• Access to marketing support and business tools

• Engage and build relationships with prospective clients through networking, referrals, and outreach

• Conduct fact-finding and needs analysis on clients’ financial situations and life goals

• Recommend suitable protection and financial solutions aligned to client needs

• Follow up consistently to convert prospects into clients

• Provide ongoing servicing and review of clients’ financial plans

• Maintain accurate records of client interactions and pipeline activities

• Participate in training, coaching, and team development sessions

• Supportive and professional working environment
• Training Provided
• Performance Bonus
• Company Trip
• Flexible Working Hours
• Opportunities to travel worldwide
• Provident fund
• Group insurance scheme