company-logo-image

Financial Advisory Team Leader (Leadership Fast-Track)

ashley-avatar-image

AI-generated summary

beta

This job is a chance to lead and shape your own financial advisory team while enjoying flexible hours and unlimited earning potential. You might like this job because it offers structured training, rewards for top performance, and entrepreneurial freedom.

RM 6.5K - RM 12K

DESA PARK CITY, Kuala Lumpur

Job Description

🚀 Why Join Us?

Leadership Fast-Track – Accelerated path to build and lead your own advisory team.
High Growth Potential – Unlimited income scaling beyond corporate salary caps.
Structured Training & Mentorship – Our SIR System provides step-by-step guidance to leadership success.
Entrepreneurial Freedom – Take full control of your time, career, and financial future.
Recognition & Rewards – International travel, milestone incentives, and leadership awards await top performers.

🌟 What You’ll Do

  • Lead, train, and develop your own team of financial advisors under the 5O5 leadership framework.
     
  • Mentor and guide team members to achieve their personal and professional goals.
     
  • Provide clients with financial protection, investment, and wealth-building solutions tailored to their needs.
     
  • Build and manage a strong client portfolio that generates recurring income.
     
  • Drive sales performance, foster team excellence, and progress into agency management and leadership.

Job Requirements

🎯 Who We’re Looking For

  • Minimum 3 years of working experience, preferably in corporate, management, or leadership roles.
  • Diploma/Degree in any field (Business, Finance, or Management preferred).
  • Proven leadership ability or experience in coaching, mentoring, or team coordination. 
  • Strong communication, interpersonal, and relationship-building skills.
  • Entrepreneurial and growth-oriented mindset – motivated to achieve beyond corporate limits.
  • Open to career switchers seeking leadership development in the financial advisory industry. 
  • High sense of accountability, professionalism, and personal integrity.
  • Proficient in Mandarin (both spoken and written).

Skills

Leadership
Strategic Thinking
Entrepreneurship
Team Leadership
Management
Financial Management
Business Development
Investment Management
Wealth Management
Team Performance Management

Company Benefits

Supportive, Judgment-Free Workplace

Grow in a culture built on trust, mentorship, and collaboration.

Freedom to Innovate & Lead

Take bold steps, explore new ideas, and fast-track your leadership journey.

Competitive Pay & Rewards

Performance-based income, bonuses, and leadership incentives with no ceiling.

Teamwork That Wins

Achieve big goals together with a driven and ambitious team.

Purpose with Impact

Make a real difference in people’s lives by protecting what matters most.


Additional Info

Company Activity

Last active - few minutes ago

Career Level

Manager / Team Lead


Company Profile

505 Advisory Sdn Bhd-logo-image

505 Advisory Sdn Bhd

We believe insurance isn’t just about policies — it’s about people. That’s why we focus on helping individuals and families protect what matters most through smart, practical insurance and wealth solutions. Our approach is simple yet powerful: Real Conversations – Building trust through clarity and authenticity. Smart Plans – Tailoring strategies that truly fit each life stage. True Freedom – Empowering people to...