The Wealth Planning Executive (WPE) is responsible for helping customers achieve greater financial security through professional advice, personalised insurance solutions, and ongoing relationship management.

The role goes beyond product selling by building long-term customer relationnship founded on trust, integrity and customer-centric advice. The WPE is expected to operate in a performance-driven environment with clear sales and activity targets, while upholding the highest standards of professionalism, integrity, and customer-centricity.

This is a 12-month contract position. Successful candidates will be assgined to work and contracted as agent of Prudential Malaysia. Successful candidates will further offer promotion to Unit Manager upon meeting requirements.

Key Responsibilities:

Customer Acquisition & Wealth Planning

Identify, engage, and acquire new customers through agency-provided leads, self-generated opportunities, referrals, and other approved prospecting activities.
Conduct comprehensive policy review and financial needs analysis to understand customers' protection, savings, retirement, and legacy planning requirements.
Provide professional financial planning guidance and insurance recommendations tailored to customers' individual circumstances and goals.
Achieve individual sales and productivitiy targets.

Policy Servicing & Customer Support

Provide ongoing post-sales service and support to customers through the policy lifecycle.
Assist customers with policy enquiries and other administrative matters.
Proactively support customers during claims stage to reinforce trust and strengthen relationships.

Sales Excellence & Compliance

Participate actively in periodic sales training, performance reviews, and team activities.
Attend and complete all mandatory training, certification, coaching, and development programmes.
Adhere to all regulatory requirements, company policies and maintain high standards of professionalism, ethics, and customer confidentiality.

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Wealth Planning Executive (Insurance Specialist)

Wealth Planning Executive (Insurance Specialist)