Kerja Freelance, Freelance Financial Consultant di 366 Life Planners WP Kuala Lumpur - Maukerja

About the Role

We are currently looking for motivated individuals who are interested in building a professional long-term career in financial advisory, client consulting, and wealth planning.

This role provides structured training, mentorship, and full support for individuals who want to develop strong communication, consulting, and client relationship skills in a professional environment.

Requirements

• Minimum Bachelor's Degree in any field.
• Fresh graduates are encouraged to apply.
• Proficiency in Mandarin is required as the role involves communicating with Mandarin-speaking clients.
• Strong communication and interpersonal skills.
• Self-motivated, goal-oriented, and willing to learn.
• Positive attitude with strong teamwork skills.

Why Join Us

• Supportive and collaborative team culture.
• Strong mentorship and personal development support.
• Opportunities to participate in CSR and community engagement programs.
• Exposure to event planning and team activities.

• Provide holistic financial advisory solutions tailored to clients’ needs.
• Conduct financial needs analysis and recommend suitable protection solutions.
• Assist clients in insurance planning, wealth accumulation, retirement planning, and risk management.
• Build and maintain long-term client relationships through professional advisory service.
• Provide structured after-sales service and policy review support.
• Develop new client opportunities through networking, referrals, and relationship building activities.
• Participate in structured training, mentorship, and continuous professional development programs.

• Attractive remuneration package with performance-based incentives.
• Performance-based overseas incentive trips upon KPI achievement.
• Clear career progression pathway to leadership roles.
• Flexible working arrangement.
• Structured training and one-to-one coaching.