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This job is all about helping clients achieve their financial dreams! You might like this job because you’ll provide smart advice on investments, retirement, and taxes while building strong relationships to support their goals.
Job Description
- Client-focused as an advisor
- To provide strategic financial guidance and solutions to clients.
- The ideal candidate will help individuals and businesses manage their finances, plan for future goals, and make informed investment decisions.
- Build and maintain strong client relationships through regular communication and reviews
- Provide guidance on investment strategies, retirement planning, tax optimization, estate planning, and risk management.
Job Requirements
- Must be at least 18 years old and typically hold at least an SPM/STPM qualification.
- Fresh Gradudates and Working Adults encourgage to apply
- Previous experience in insurance sales or related field preferred will be an advantage
- Excellent communication and interpersonal skills
- Self-driven with strong time-management and organizational skills
- Upskill and gain professional learnings for continuous development
Skills
Interpersonal Communications
Willingness To Learn
Self-Discipline
Leadership Development
Self-Confidence
Time Management
Adaptability
Continuous Improvement Process
Company Benefits
BASIC SALARY & COMMISSION
BRIDGING INCOME UP TO RM10,000
PERFORMANCE BONUS
HPFB FROM 3% TO 9%
FLEXI WORKING HOURS
FLEXIBLE WORKING SCHEDULE
INCENTIVE TRIPS
OVERSEAS TRAVELLING INCENTIVE
AWARD & RECOGNITION
PERSONAL DEVELOPMENT ACHIEVEMENT
RECRUITMENT INCENTIVE
CAREER PATH OFFERING OPPORTUNITIES TO OTHERS
Additional Info
Company Activity
Last active - few hours ago
Experience Level
1 - 3 Years of Experience
Career Level
Manager / Team Lead
Job Specialisation
Company Profile
KAIZEN WEALTH ACADEMY (M) SDN BHD
Kaizen Wealth Academy is an initiative by Kaizen Wealth Advisors, an agency under Prudential Assurance Malaysia Berhad. It was established to equip Malaysians with essential financial knowledge for effective money management.
Since 2002, we have been providing innovative financial solutions through personal engagements and seminars, empowering individuals to take control of their financial future. Our mission is to...