Job Description

• Client-focused as an advisor
• To provide strategic financial guidance and solutions to clients. 
• Provide guidance on investment strategies, retirement planning, tax optimization, estate planning, and risk management.
• Market financial products to clients, tailoring solutions to meet their specific needs.
• Assist in the planning and design of customized financial products based on clients' requirements.
• Provide support in risk management and financial planning processes.
• In addition to the commission-based earnings typically associated with financial planning roles, we offer a monthly allowance base. This allowance provides a stable income foundation, supporting you as you build your client base and develop your expertise.

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
• Required language(s): Bahasa Malaysia & English
• Personal goal oriented, motivated, disciplined wth an entrepreneur’s mindset.
• Interested in Financial services 

Skills