- Persiaran Molek Utama Johor Bahru Johor Malaysia 81100

Working Location
Job Description
Requirements
Diploma or degree in any field (Finance, Business or Economics preferred)
Sales, banking, insurance or customer-facing experience an advantage; fresh graduates welcome
Licences (PCE, CEILLI, FIMM UTS/PRS, CFP/RFP) an advantage — we support you to obtain them
Confident communicator in English and Bahasa Malaysia; Mandarin an advantage
Self-driven, ethical and results-oriented
Own transport, based in Johor Bahru
Responsibilities
Build a rewarding career giving holistic, needs-based financial advice — basic salary RM 3,000 – RM 4,000 plus uncapped commission.
LIFA Planners is a licensed financial planning firm in Johor Bahru offering insurance, investment and estate planning services. We help individuals, families and business owners protect what matters, grow their wealth and pass it on with certainty.
Conduct financial needs analyses and recommend tailored solutions across protection, retirement, education, investment and estate planning
Present proposals clearly and guide clients through to policy issuance
Build and grow your client base through referrals, events, seminars and digital channels
Review existing portfolios and policies to identify coverage gaps
Deliver strong after-sales service and long-term relationship management
Stay compliant with regulatory requirements and firm SOPs
Benefits
Important Information
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