- Johor Bahru Johor Malaysia
工作地点
职位描述
岗位职责
Position : Client Solutions Consultant
Build Your Career. Build Your Income. Build Your Future.
About PlanWise
PlanWise is a financial consultancy platform that helps individuals and families make better financial decisions through practical solutions in Financing, Debt Management, Wealth Accumulation and Financial Planning.
We are expanding our team and looking for motivated individuals to join us as Client Solutions Consultants.
You don’t need to be a financial expert to get started. We provide structured training, guidance and ongoing support to help you develop the knowledge and skills needed to build a successful career in the financial services industry.
Income Potential
Performance-Based Income | No Fixed Income Ceiling
Your income grows with your performance, experience and client base.
Consultants have the opportunity to generate 4-figure monthly income, with higher earning potential as they develop their client portfolio and business.
Your potential income can come from multiple financial solution areas, including:
* Financing & Debt Consolidation
* Property Refinancing
* Wealth Accumulation
* Investment & Financial Planning Solutions
Actual earnings vary according to individual performance, successful cases, applicable commission structures and client acquisition.
What You Will Do
As a Client Solutions Consultant, you will:
* Understand clients’ financial needs, goals and challenges.
* Identify suitable financial solutions based on individual client circumstances.
* Assist clients with financing and debt consolidation needs.
* Introduce suitable wealth accumulation and investment solutions.
* Build and maintain long-term client relationships.
* Follow up with prospective and existing clients.
* Manage your own client pipeline and business activities.
* Work closely with the PlanWise team throughout the client journey.
* Continuously develop your knowledge of financial solutions and industry practices.
What PlanWise Provides
We believe you should not have to figure everything out on your own.
You will receive:
* Structured Training & Onboarding
* Continuous Product & Industry Training
* Mentorship & Guidance
* Marketing & Sales Support
* Access to Multiple Financial Solution Channels
* Business & Client Support
* Flexible Working Arrangement
* Career Development Opportunities
* Performance-Based Income With No Fixed Ceiling
Who Are We Looking For?
We welcome individuals from different backgrounds.
You may be a good fit if you are:
* A fresh graduate looking to build a career
* Currently working in sales, customer service, administration or other industries
* Looking for an additional or alternative income opportunity
* Comfortable communicating with people
* Motivated by personal and financial growth
* Willing to learn new skills
* Self-driven and disciplined
* Able to work independently
* Interested in developing a career in financial services
Experience in financial services is an advantage, but not a requirement.
Why Client Solutions?
This isn’t simply about selling a product.
You’ll learn how to:
Understand → Analyse → Recommend → Assist → Build Relationships
The goal is to develop you into a consultant who can understand a client’s situation and connect them with appropriate financial solutions.
Career Growth
Your journey can grow beyond being a consultant.
Client Solutions Consultant → Senior Consultant → Team Leader → Business Development / Leadership
As you gain experience, you can develop both your client portfolio and your own team/business.
Job Type
Independent / Commission-Based Consultant
Working Arrangement: Flexible
Location: Johor Bahru / Hybrid
Industry: Financial Services
Ready to Build Your Next Chapter?
If you’re looking for more than just a job — and want to develop valuable financial, communication and business skills while building your own income potential — we’d love to hear from you.
Apply now and start your journey with PlanWise.
PlanWise
Your Future Self Will Thank You.
Pay: RM3,000.00 - RM5,000.00 per month
Benefits:
Work Location: Hybrid remote in Johor Bahru (Johor Bahru)
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