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This job is all about helping clients with their financial needs. You might like this job because it combines sales with strategic planning, offers stable income plus commissions, and allows you to create tailored financial solutions for clients.
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
Interpersonal Communications
Willingness To Learn
Self-Discipline
Leadership Development
Adaptability
Continuous Improvement Process
Financial Services
Needs Based Selling
Planning
Client Services
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 days 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...