jobs in Firmus Financial Sdn Bhd (formerly known as Money Sense Advisory Sdn Bhd)

居家办公 Financial Advisor 工作, 薪水, Firmus Financial (formerly known as Money Sense Advisory Sdn Bhd) Selangor 公司招聘中 - Ricebowl

Financial Advisor jobs
Undisclosed
Fresh Graduates
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Posted a day ago • Closing 10 Oct 2026
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工作地点

  • Jalan SS 6/12 Petaling Jaya Selangor Malaysia 47301

职位描述

任职资格

  1. Education:  

  • Diploma and above in any field  

  • Background in Financial Planning / Finance / Business is an advantage (not mandatory) 

  1. Experience:  

  • 3 years in sales preferred (not mandatory).  

  • Existing Insurance Agents, Unit Trust Consultants, Estate Planners and Bankers are welcomed. 

  • Fresh graduates, professionals &career switchers are encouraged to apply 

  1. Skills: Good communication & interpersonal skills 

  2. Characteristics: Results oriented, Eager to learn, Self-motivated, Client-focused, High integrity and strong work ethic, Professional mindset 

  3. Others:  

  • Must possess own transport and are willing to travel to meet clients. 

  • Financially fit – Not an undischarged bankrupt, No adverse CCRIS and CTOS record. 

岗位职责

  1. Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning. 

  2. Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers 

  3. Relationship Building: Build and maintain long-term, trusted relationships with clients. 

  4. Compliance: Meeting compliance requirements including fulfilling CPD (Continue Professional Development) hours, adhere to high level of professionalism and other criterias as required by authorities 

好处

  • Commission-based structure
  • No fixed salary provided
  • Flexible Working Hours: Plan and manage your own schedule
  • Entrepreneurship: Build your own financial advisory business at low startup cost.
  • Gain first-hand financial expertise
  • Manage your own finances better
  • Work towards long-term FINANCIAL FREEDOM
  • Career Growth Path: Progression from Licensed Financial Planner to Team Leader and Management Roles
  • Virtual Office: Kota Kinabalu (Sabah), Johor Bahru (Johor), Sg Petani (Kedah)
  • Recognition: Performance awards and incentive trips / rewards

如何乘坐公共交通前往这家公司?

Petaling Jaya

附近的公共交通

LRT
  • TAMAN JAYA

    0.3 km

  • ASIA JAYA

    1.1 km

  • UNIVERSITI

    2.0 km

重要安全守则

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