兼职 FULL TIME - PART TIME WEALTH PLANNER 工作, 薪水 up to MYR 10,000, Xu Han Sarawak 公司招聘中 - Ricebowl

WE ARE HIRING | WEALTH PLANNER

Looking for a rewarding career in financial planning? Join our growing team and build a career with opportunities for professional and financial growth!

POSITION
Wealth Planner

WHAT WE’RE LOOKING FOR

• Positive, motivated, and responsible individuals
• Good communication and interpersonal skills
• Self-motivated, proactive, and goal-oriented
• Willingness to learn and grow
• Fresh graduates are welcome to apply
• Experience in sales, banking, insurance, financial services, or customer service is an added advantage

YOUR ROLE

• Understand clients’ financial goals, needs, and protection requirements
• Identify and connect with potential clients
• Assess clients’ financial protection and insurance needs
• Explain insurance policies, benefits, premiums, and terms
• Recommend suitable insurance and financial planning solutions
• Prepare quotations and assist with applications
• Build and maintain long-term client relationships
• Follow up with existing clients and provide ongoing policy servicing
• Assist clients in achieving their financial goals
• Work towards monthly and annual sales targets
• Attend training, meetings, and professional development programs
• Maintain accurate client records and comply with company and regulatory requirements

WHAT WE OFFER

• Attractive income and commission structure
• Performance incentives and rewards
• Professional training and development
• Career advancement opportunities
• Supportive and collaborative team environment
• Flexible working arrangement
• Continuous coaching and guidance

WHY JOIN US?
Whether you are a fresh graduate or looking for a new career opportunity, we provide the training, support, and development opportunities to help you grow into a successful Wealth Planner.

Ready to take the next step in your career?

Send your CV or contact us at *************
Location: Kuching Sarawak Malaysia
Position: Wealth Planner

Pay: RM3,500.00 - RM10,000.00 per month

Benefits:

• Flexible schedule
• Opportunities for promotion
• Professional development

Work Location: Hybrid remote in Kuching