全职 Estate Planner (Mandarin Speaker) 工作, 薪水, Team PMA Kedah 公司招聘中 - Ricebowl

Job Description:

We are looking for a motivated Estate Planner to provide clients with guidance on will and trust solutions while building and maintaining long-term client relationships.

Requirements:

• Minimum Diploma qualification

• Strong communication, interpersonal, and relationship-building skills

• Self-motivated, responsible, goal-oriented, and eager to learn

• Able to work independently and collaboratively in a team environment

• Candidates with a background in sales, customer service, banking, or business development are welcome

• Fresh entry-level candidates are welcome

• No prior experience in Will & Trust Planning required

• Conduct consultations to understand clients' family, financial, and asset planning need.

• Educate clients on will and trust solutions to organize and protect their assets

• Build and maintain long-term client relationships through regular follow-ups and support

• Develop new business opportunities through networking, referrals, and client presentations

• Manage your own client portfolio while meeting individual and team performance goals

• Participate in regular team meetings, structured training, and development programs

• Performance Bonus
• High commission structure
• Structured professional mentorship and continuous learning programs
• Clear career advancement pathways and performance recognition rewards
• Supportive
• team-oriented work environment
• Exclusive incentive trips