Full Time WEALTH PLANNER Jobs, Salary up to MYR 6,975.38 in SYNERGY CONSULTANCY Negeri Sembilan - Maukerja

• Provide financial and wealth planning solutions based on clients’ financial goals, needs and risk profiles.
• Conduct financial needs analysis to identify suitable protection, savings, investment and wealth accumulation strategies.
• Build and maintain strong relationships with existing and prospective clients through regular consultation and follow-up.
• Advise clients on takaful, protection and financial planning solutions to support long-term financial security.
• Develop and manage a prospect pipeline through networking, referrals, cold calling and other business development activities.
• Conduct client reviews regularly to ensure existing financial plans remain aligned with clients’ changing needs and financial goals.
• Prepare and present personalized financial proposals to clients in a clear and professional manner.
• Follow up with prospects and clients throughout the consultation and application process.
• Achieve individual sales, persistency and business development targets set by the organization.
• Maintain accurate client records and ensure all activities comply with company policies, regulatory requirements and industry standards.

Pay: RM1,607.75 - RM6,975.38 per month

Benefits:

• Flexible schedule
• Health insurance
• Opportunities for promotion
• Professional development

Work Location: In person