Job Description

As an Elite Life Planner, you will:  

- Advise Clients: Help clients understand their financial needs and recommend suitable life insurance and investment solutions.  

- Build Relationships: Cultivate and maintain long-term relationships with clients, focusing on trust and service excellence.  

- Achieve Sales Goals: Proactively achieve individual and team sales targets through effective prospecting and networking.  

- Expand Your Knowledge: Stay up-to-date with industry trends and product knowledge to provide professional advice.  

- Plan & Manage: Create personalized financial plans that ensure clients achieve their goals and are protected against unforeseen events.  

- Work Flexibly: Enjoy the freedom to work with a flexible schedule while managing your career growth.

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What We Offer:

- Attractive commission-based income with unlimited earning potential.  

- Comprehensive training programs to help you succeed.  

- Mentorship and support from an experienced team.  

- Opportunities for career growth and recognition awards.  

- Flexible working hours with work-life balance.  

- A chance to make a meaningful impact on people's lives.

Job Requirements

We are looking for someone who:  

- Has a Positive Attitude: Motivated, disciplined, and driven to succeed.  

- Is a People Person: Excellent communication and interpersonal skills to connect with clients.  

- Is Self-Driven: Thrives in a goal-oriented environment with a hunger for achievement.  

- Meets Minimum Qualifications:

  - At least a high school diploma or equivalent (Bachelor's degree is a bonus).  

  - Fresh graduates are welcome; experience in sales or financial services is an advantage.  

- Holds Necessary Certifications: Must be willing to obtain required insurance certifications.

- Is Tech-Savvy: Comfortable using digital tools for presentations and client management.  

- Has Local Language Proficiency: Fluency in English, Chinese, or Malay is preferred.

Skills