WE ARE HIRING | WEALTH PLANNER
Looking for a rewarding career in financial planning? Join our growing team and build a career with opportunities for professional and financial growth!
POSITION
Wealth Planner
WHAT WE’RE LOOKING FOR
- Positive, motivated, and responsible individuals
- Good communication and interpersonal skills
- Self-motivated, proactive, and goal-oriented
- Willingness to learn and grow
- Fresh graduates are welcome to apply
- Experience in sales, banking, insurance, financial services, or customer service is an added advantage
YOUR ROLE
- Understand clients’ financial goals, needs, and protection requirements
- Identify and connect with potential clients
- Assess clients’ financial protection and insurance needs
- Explain insurance policies, benefits, premiums, and terms
- Recommend suitable insurance and financial planning solutions
- Prepare quotations and assist with applications
- Build and maintain long-term client relationships
- Follow up with existing clients and provide ongoing policy servicing
- Assist clients in achieving their financial goals
- Work towards monthly and annual sales targets
- Attend training, meetings, and professional development programs
- Maintain accurate client records and comply with company and regulatory requirements
WHAT WE OFFER
- Attractive income and commission structure
- Performance incentives and rewards
- Professional training and development
- Career advancement opportunities
- Supportive and collaborative team environment
- Flexible working arrangement
- Continuous coaching and guidance
WHY JOIN US?
Whether you are a fresh graduate or looking for a new career opportunity, we provide the training, support, and development opportunities to help you grow into a successful Wealth Planner.
Ready to take the next step in your career?
Send your CV or contact us at *************
Location: Kuching Sarawak Malaysia
Position: Wealth Planner
Pay: RM3,500.00 - RM10,000.00 per month
Benefits:
- Flexible schedule
- Opportunities for promotion
- Professional development
Work Location: Hybrid remote in Kuching