Key Responsibilities
- Build and maintain strong relationships with clients.
- Conduct financial needs analysis and identify clients' financial goals.
- Provide customized wealth planning and financial solutions.
- Assist clients with protection, savings, investment, retirement, and legacy planning.
- Review and monitor clients' financial portfolios regularly.
- Stay updated with market trends and financial products.
- Generate new business opportunities through networking and referrals.
- Deliver excellent customer service and long-term financial guidance.
Requirements
- Minimum SPM, Diploma, or Degree qualification.
- Fresh graduates are encouraged to apply.
- Strong communication and interpersonal skills.
- Self-motivated, goal-oriented, and willing to learn.
- Entrepreneurial mindset with a passion for helping people.
- Sales experience is an added advantage but not mandatory.
Benefits
Attractive income package with commissions, incentives, and bonuses
Performance-based rewards and overseas trips
Comprehensive training and mentorship program
Flexible working hours
Fast career advancement opportunities
Personal branding and leadership development
Supportive and dynamic team environment
Career Growth
- Develop professional financial planning expertise.
- Achieve unlimited income potential.
- Grow into leadership and management positions.
Pay: RM3,000.00 - RM6,000.00 per month
Benefits:
- Additional leave
- Opportunities for promotion
- Professional development
- Work from home
Work Location: In person