Total 18 financial planner job vacancies in petaling jaya

Company Description

IMM International is a consulting and publishing company that specializes in serving the insurance industry by distributing insurance marketing-related information to the insurance agencies.

Headquartered in Taiwan, the company has been established for 41 years since 1983. To serve worldwide Chinese insurance advisers, we have set up global service centers in Taiwan, China, and Southeast Asia. Currently, we have 3 branches in Taiwan, 11 branches in Mainland China, and 1 branch in Malaysia.

Our business covers 17 countries and regions around the world. We publish professional insurance and financial planning publications, provide training courses and financial planning certification, organize international insurance conferences, as well as set up international standards and awards for the industry.

我们公司名称为保险行销集团。 我们不销售保险，我们是保险专业资讯的领航员，专门服务保险行业传递行销保险相关资讯的企业。

集团自1983年成立至今已41年了,我们是一家国际性的公司。从台湾出发为服务世界华人保险从业人员,分别在台湾、 东南亚、大陆设立服务据点,目前台湾有3家分公司,中国大陆有11家分公司,马来西亚有1家分公司。

我们的业务遍布全球17个国家和地区,主要经营项目是为金融保险从业人员出版专业书籍和杂志、提供培训课程与财务 规划相关证照,举办国际性的保险行业交流会议、设立国际性的行业标准及荣誉奖项。

Role Description

We are seeking a dynamic and creative New Media Planning Executive to join our team. The ideal candidate will have a strong understanding of digital media platforms, emerging trends, and audience behavior. As a New Media Planning Executive, you will be responsible for developing and implementing innovative strategies to optimize our online presence, drive engagement, and achieve our marketing objectives. This role requires a blend of analytical thinking, strategic planning, and creative problem-solving skills to effectively reach and resonate with our target audience across various digital channels.

我们正在寻找一名充满活力和创造力的新媒体企划专员加入我们的团队。理想的候选人应具有对新媒体平台、新兴趋理解。作为新媒体企划专员，您将负责制定并实施创新策略，优化我们的线上平台，提升参与度。这个角色需要创意, 分析思维、战略规划和创造性解决问题的能力相结合，以有效地与粉絲产生共鸣。

Responsibilities : 

· Managing the company social media platforms, assist in article editing and pictures uploading 

· Responsible in the creative planning and designing of pictures, banners 

· Plan on the promotional publishing of the books and sales tools produced by the company

· Translate the data/information collected from the market into mandarin 

· Organise and present data collected on public info

· 管理公司粉丝专页，包括发布上载等

· 策划创意、设计海报或文案文宣方案相关工作

· 书籍、工具推广制作

· 搜集信息, 翻译市场最新资讯

· 参与及制定活动方案企划

Qualifications :

· Possess at least Bachelor's degree in in marketing, advertising, mass communications, Chinese Language studies or related field 

· Proven experience in digital media planning, advertising, or a related role.

· Strong understanding of digital media landscape, platforms, and technologies.

· Require Professional Writing and Communication Skills in both Mandarin & English

· Competent in basic design softwares such as PhotoShop and Ai, experience on image and video editing will be an added advantage

· Attain basic knowledge in the management of social media platform

· Creative, possesses basic observational and analytical skills

· Able to communicate and work as a team, willing to learn and self-disciplined

· 大专或以上学历 : 市场营销、广告、传播或相关领域的学士学位

· 在新媒体企划、广告或相关领域具有经验

· 对新媒体领域、平台和技术有深刻理解

· 精通中英文书写，阅读能力

· 能熟练Photoshop、Ai等平面设计软件或视频编辑等

· 了解新媒体运作

· 创造力、对细节的关注、分析能力、善于沟通

· 有良好的团队合作意识以及好学

Perks & Benefits

• Employee equity
• Personal leave
• Personal development opportunities

We are seeking highly motivated individuals to join our team at OLPA as Financial Advisors. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and secure their financial future. You will provide comprehensive financial advice, develop customized financial plans, and recommend suitable financial products and services.

Highlight :

• High Basic Allowance provided 
• Hybrid work mode. Work-life balance with flexible working hours, manage your own schedule.
• Unlimited earning potential (Basic Allowance + Commission + Regular Cash Incentive + Yearly Bonus)
• Comprehensive training and Mentorship programs 
• High Opportunity for career advancement (Promote to Manager in 1 Year)
• Exciting rewards campaign for new joiner (free iPad / Travel etc) 

Job Responsibilities:

• Conduct thorough financial needs analysis to understand clients' financial goals and objectives.
• Develop personalized financial plans and strategies tailored to clients' unique circumstances.
• Educate clients on various financial products and services, including insurance, investments, and retirement planning.
• Build and maintain long-term relationships with clients, providing ongoing support and guidance.
• Keep up-to-date with industry trends, market developments, and regulatory changes.
• Meet or exceed sales targets and contribute to the growth and success of the agency.

Requirements:

• Full time or part time are welcome to apply
• Strong passion for helping others and making a positive impact on their financial well-being.
• Excellent communication and interpersonal skills.
• Proactive and self-motivated with the ability to work independently.
• High level of integrity, professionalism, and ethical conduct.
• Prior experience in sales or customer service is an advantage.
• Minimum SPM qualification or equivalent.
• Chinese Speaking is a must.

If you are ambitious, goal-oriented, and eager to build a successful career in the financial services industry, join our team at OLPA. Take the first step towards a rewarding future by sending your resume us. We look forward to welcoming you to our dynamic team!

Apply now to know more on our Attractive Commission Structure & current newjoin Campaign !

Note: Only shortlisted candidates will be contacted for an interview.

Perks & Benefits

• Commission and bonus
• Flexible working hours
• Company trips

Company Description

IMM International is a consulting and publishing company that specializes in serving the insurance industry by distributing insurance marketing-related information to the insurance agencies.

Headquartered in Taiwan, the company has been established for 41 years since 1983. To serve worldwide Chinese insurance advisers, we have set up global service centers in Taiwan, China, and Southeast Asia. Currently, we have 3 branches in Taiwan, 11 branches in Mainland China, and 1 branch in Malaysia.

Our business covers 17 countries and regions around the world. We publish professional insurance and financial planning publications, provide training courses and financial planning certification, organize international insurance conferences, as well as set up international standards and awards for the industry.

我们公司名称为保险行销集团。 我们不销售保险，我们是保险专业资讯的领航员，专门服务保险行业传递行销保险相关资讯的企业。

集团自1983年成立至今已41年了,我们是一家国际性的公司。从台湾出发为服务世界华人保险从业人员,分别在台湾、 东南亚、大陆设立服务据点,目前台湾有3家分公司,中国大陆有11家分公司,马来西亚有1家分公司。

我们的业务遍布全球17个国家和地区,主要经营项目是为金融保险从业人员出版专业书籍和杂志、提供培训课程与财务 规划相关证照,举办国际性的保险行业交流会议、设立国际性的行业标准及荣誉奖项。

Role Description

We are seeking a dynamic and creative New Media Planning Executive to join our team. The ideal candidate will have a strong understanding of digital media platforms, emerging trends, and audience behavior. As a New Media Planning Executive, you will be responsible for developing and implementing innovative strategies to optimize our online presence, drive engagement, and achieve our marketing objectives. This role requires a blend of analytical thinking, strategic planning, and creative problem-solving skills to effectively reach and resonate with our target audience across various digital channels.

我们正在寻找一名充满活力和创造力的新媒体企划专员加入我们的团队。理想的候选人应具有对新媒体平台、新兴趋理解。作为新媒体企划专员，您将负责制定并实施创新策略，优化我们的线上平台，提升参与度。这个角色需要创意, 分析思维、战略规划和创造性解决问题的能力相结合，以有效地与粉絲产生共鸣。

Responsibilities : 

· Managing the company social media platforms, assist in article editing and pictures uploading 

· Responsible in the creative planning and designing of pictures, banners 

· Plan on the promotional publishing of the books and sales tools produced by the company

· Translate the data/information collected from the market into mandarin 

· Organise and present data collected on public info

· 管理公司粉丝专页，包括发布上载等

· 策划创意、设计海报或文案文宣方案相关工作

· 书籍、工具推广制作

· 搜集信息, 翻译市场最新资讯

· 参与及制定活动方案企划

Qualifications :

· Possess at least Bachelor's degree in in marketing, advertising, mass communications, Chinese Language studies or related field 

· Proven experience in digital media planning, advertising, or a related role.

· Strong understanding of digital media landscape, platforms, and technologies.

· Require Professional Writing and Communication Skills in both Mandarin & English

· Competent in basic design softwares such as PhotoShop and Ai, experience on image and video editing will be an added advantage

· Attain basic knowledge in the management of social media platform

· Creative, possesses basic observational and analytical skills

· Able to communicate and work as a team, willing to learn and self-disciplined

· 大专或以上学历 : 市场营销、广告、传播或相关领域的学士学位

· 在新媒体企划、广告或相关领域具有经验

· 对新媒体领域、平台和技术有深刻理解

· 精通中英文书写，阅读能力

· 能熟练Photoshop、Ai等平面设计软件或视频编辑等

· 了解新媒体运作

· 创造力、对细节的关注、分析能力、善于沟通

· 有良好的团队合作意识以及好学

津貼和福利

• 員工股權
• 事假
• 個人發展機會

We are seeking highly motivated individuals to join our team at OLPA as Financial Advisors. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and secure their financial future. You will provide comprehensive financial advice, develop customized financial plans, and recommend suitable financial products and services.

Highlight :

• High Basic Allowance provided 
• Hybrid work mode. Work-life balance with flexible working hours, manage your own schedule.
• Unlimited earning potential (Basic Allowance + Commission + Regular Cash Incentive + Yearly Bonus)
• Comprehensive training and Mentorship programs 
• High Opportunity for career advancement (Promote to Manager in 1 Year)
• Exciting rewards campaign for new joiner (free iPad / Travel etc) 

Job Responsibilities:

• Conduct thorough financial needs analysis to understand clients' financial goals and objectives.
• Develop personalized financial plans and strategies tailored to clients' unique circumstances.
• Educate clients on various financial products and services, including insurance, investments, and retirement planning.
• Build and maintain long-term relationships with clients, providing ongoing support and guidance.
• Keep up-to-date with industry trends, market developments, and regulatory changes.
• Meet or exceed sales targets and contribute to the growth and success of the agency.

Requirements:

• Full time or part time are welcome to apply
• Strong passion for helping others and making a positive impact on their financial well-being.
• Excellent communication and interpersonal skills.
• Proactive and self-motivated with the ability to work independently.
• High level of integrity, professionalism, and ethical conduct.
• Prior experience in sales or customer service is an advantage.
• Minimum SPM qualification or equivalent.
• Chinese Speaking is a must.

If you are ambitious, goal-oriented, and eager to build a successful career in the financial services industry, join our team at OLPA. Take the first step towards a rewarding future by sending your resume us. We look forward to welcoming you to our dynamic team!

Apply now to know more on our Attractive Commission Structure & current newjoin Campaign !

Note: Only shortlisted candidates will be contacted for an interview.

Perks & Benefits

• Commission and bonus
• Flexible working hours
• Company trips

We are seeking highly motivated individuals to join our team at OLPA as Financial Advisors. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and secure their financial future. You will provide comprehensive financial advice, develop customized financial plans, and recommend suitable financial products and services.

Highlight :

• High Basic Allowance provided 
• Hybrid work mode. Work-life balance with flexible working hours, manage your own schedule.
• Unlimited earning potential (Basic Allowance + Commission + Regular Cash Incentive + Yearly Bonus)
• Comprehensive training and Mentorship programs 
• High Opportunity for career advancement (Promote to Manager in 1 Year)
• Exciting rewards campaign for new joiner (free iPad / Travel etc) 

Job Responsibilities:

• Conduct thorough financial needs analysis to understand clients' financial goals and objectives.
• Develop personalized financial plans and strategies tailored to clients' unique circumstances.
• Educate clients on various financial products and services, including insurance, investments, and retirement planning.
• Build and maintain long-term relationships with clients, providing ongoing support and guidance.
• Keep up-to-date with industry trends, market developments, and regulatory changes.
• Meet or exceed sales targets and contribute to the growth and success of the agency.

Requirements:

• Full time or part time are welcome to apply
• Strong passion for helping others and making a positive impact on their financial well-being.
• Excellent communication and interpersonal skills.
• Proactive and self-motivated with the ability to work independently.
• High level of integrity, professionalism, and ethical conduct.
• Prior experience in sales or customer service is an advantage.
• Minimum SPM qualification or equivalent.
• Chinese Speaking is a must.

If you are ambitious, goal-oriented, and eager to build a successful career in the financial services industry, join our team at OLPA. Take the first step towards a rewarding future by sending your resume us. We look forward to welcoming you to our dynamic team!

Apply now to know more on our Attractive Commission Structure & current newjoin Campaign !

Note: Only shortlisted candidates will be contacted for an interview.

Perks & Benefits

• Commission and bonus
• Flexible working hours
• Company trips

Job Requirement:

• Candidate should possess a Diploma / Advanced Diploma, Bachelor Degree or equivalent in Engineering (Civil),Architecture,Quantity Survey
• Preferably undefined specializing in Engineering or equivalent.
• Fresh graduates are encouraged to apply
• Good communication skills in English,Chinese,Malay language for both spoken and written
• 2 undefined positions available

我們正在尋找積極主動的個人加入 OLPA 團隊，擔任財務顧問。作為財務顧問，您將在幫助客戶實現財務目標並確保他們的財務未來方面發揮至關重要的作用。您將為您提供全面的財務建議，制定客製化的財務計劃，並推薦合適的金融產品和服務。

強調 ：

• 提供高額基本津貼
• 混合工作模式。工作與生活平衡，工作時間靈活，管理自己的行程。
• 無限的收入潛力（基本津貼+佣金+定期現金獎勵+年度獎金）
• 綜合培訓和指導計劃
• 高職涯發展機會（一年內晉升為經理）
• 為新加入者提供令人興奮的獎勵活動（免費 iPad / 旅行等）

工作職責：

• 進行徹底的財務需求分析，以了解客戶的財務目標和目的。
• 根據客戶的獨特情況制定個人化的財務計劃和策略。
• 向客戶提供各種金融產品和服務的教育，包括保險、投資和退休計劃。
• 與客戶建立並維持長期關係，提供持續的支援和指導。
• 隨時了解產業趨勢、市場發展和監管變化。
• 達到或超過銷售目標並為代理商的成長和成功做出貢獻。

要求：

• 全職或兼職歡迎申請
• 熱衷於幫助他人並對其財務狀況產生正面影響。
• 優秀的溝通和人際交往能力。
• 積極主動、自我激勵，具有獨立工作的能力。
• 高水準的誠信、專業和道德行為。
• 具銷售或客戶服務經驗者優先。
• 最低 SPM 資格或同等資格。
• 說中文是必須的。

如果您雄心勃勃、目標明確，並渴望在金融服務業建立成功的職業生涯，請加入我們 OLPA 的團隊。將您的履歷發送給我們，邁向美好未來的第一步。我們期待您加入我們充滿活力的團隊！

立即申請，了解更多有關我們有吸引力的佣金結構和當前的新加入活動的資訊！

注意：只有入圍的候選人才會被聯絡進行面試。

津貼和福利

• 佣金和獎金
• 彈性的工作時間
• 公司旅行

作為PRUVenture的主要職責是協助個人和企業評估其風險水平，並推薦其財富創造和保護策略，例如遺產和 Hibah規劃、醫療保險和收入保護規劃、關鍵人物保護和商業保險規劃以及員工保護和醫療保健福利解決方案規劃。您的角色還包括教育和退休財富累積規劃。

完成 PRUVenture 計劃後，您應晉升為單位經理並領導單位團隊。

• 津貼和福利
• 佣金和獎金
• 彈性工作時間
• 公司旅行
• 個人發展機會

As a PRUVenture , the primary role is to assist Individual and Businesses assess their risk level and recommend the strategy in their Wealth Creation and Protection  eg Legacy  & Hibah planning, Medical Insurance & Income Protection planning, Keyman Protection & Business Insurance planning and Employee Protection & Healthcare Benefit Solutions  planning. Your role also inclusive of Education and Retirement Wealth Accumulation planning.

You are expected to promote as a Unit Manager and lead a unit team after you have completed the PRUVenture program.

• Perks & Benefits
• Commission and bonus
• Flexi working hours
• Company trips
• Personal development opportunities

• Wine Industry @ Petaling Jaya
• Up to RM 7500 (depends on experience)
• Mon to Fri 9am~6pm
• Min Diploma

Job Responsibility:

• Manage and coordinate the purchases with respective brand companies timely
• Actively participate in the S&OP process
• Counting and tracking inventory across multiple locations including Goods-intransit and stocks under duty declaration
• Participate and support PR’s Beyond Budget ambition and its related projects

Requirements:

• Qualification: Minimum Diploma
• Minimum 3 years related working experience
• Knowledge in Excel, Power Point and BI Tool
• Able to analyze and interpret data effictively

If interested, please send your resume or Whatsapp to 0187633119

Perks & Benefits

• Personal leave
• EPF
• SOCSO

• 葡萄酒業@八打靈再也
• 高達 RM 7500（取決於經驗）
• 週一至週五上午 9 點至下午 6 點
• 最低文憑

工作職責：

• 及時管理及協調各品牌公司的採購
• 積極參與 S&OP 流程
• 盤點和追蹤多個地點的庫存，包括在途貨物和報稅庫存
• 參與並支持公關的超越預算野心及其相關項目

要求：

• 資格：最低文憑
• 至少3年相關工作經驗
• Excel、Power Point 與 BI 工具知識
• 能夠有效地分析和解釋數據

如有興趣，請寄履歷或Whatsapp至0187633119

津貼和福利

• 事假
• 公積金
• 社會保險協會

Job Brief:

The Financial Controller functions as the property’s Financial Business Leader. He / She is responsible for managing the day-to-day operations of the Finance Department, like preparation and management of the hotels financial budgets, implementing and overseeing all activities relating to the financial aspects of the hotel in compliance with the local tax laws and also by the hotel’s SOP’s. Additionally, responsible for the financial analysis, reporting, budgeting, forecasting, audit and control, asset and liability reconciliation, working capital and cash control etc. Also, ensure the safekeeping and updating of all legal documentation relating to the financial status of the hotel. To present monthly Financial Statement and Yearly budget to Board of Directors.

Job Responsibilities:

1. Accounting and Reporting

• Responsible for the properties overall accounting and financial management requirements.
• Lead and facilitate the achievement of property annual goals and targets to ensure profitability and revenue growth.
• Drive overall business performance, e.g. revenue management and sales and marketing tools by active participation in strategy meetings.
• Manage working capital, cash flow, capital and overall expenses to obtain highest value. Identify risk exposure and effectively manage financial risk ensuring effective systems of controls are in place.

2. Presentation and Enforcement

• Responsible for the properties overall accounting and financial management requirements.
• Lead and facilitate the achievement of property annual goals and targets to ensure profitability and revenue growth.
• Drive overall business performance, e.g. revenue management and sales and marketing tools by active participation in strategy meetings.
• Manage working capital, cash flow, capital and overall expenses to obtain highest value. Identify risk exposure and effectively manage financial risk ensuring effective systems of controls are in place.

3. Checking, Verifying and Analyzing

• Responsible for preparing and reviewing annual budgets, monthly forecasts, operating results.
• Create the annual operating budget for the property and provide analytical support during budget reviews to identify cost saving and productivity opportunities for property managers.
• Analyze financial data and market trends and produce accurate forecasts that enable operations to react to changes in the business; facilitate critique meetings to review information with management team. Provide corporate recipients with forecast information in a timely manner.
• Responsible for verifying all financial reports and ensuring that all transactions are accurate and in compliance with local government regulations.
• Effectively manage communication with owners. Regular dialogue and presentations to owner’s representatives on actual and forecasted financial results. Development and presentation of business cases.
• Build effective working relationship with the rest of the property management team, regional and corporate groups, external customers, partners and auditors. Effectively leverage resources outside of own area.

4. Daily Duties and Standard Task

• Put in place appropriate controls to manage business and financial risks. Ensure a strong accounting & operational control environment to safeguard assets, improve operations and profitability. Ensure compliance with standard and local operating procedures, and local regulations.
• Oversee internal, external, and regulatory audit processes and ensure compliance with SOPs; make sure appropriate corrections are made.
• Able to prepare and submit management reports in a timely manner and also ensuring delivery deadlines.
• Able to effectively implement all accounting policies and procedures.
• Analyze ROI capital projects prior to committing funds and upon completion determine if anticipated results were achieved.
• Reconcile balance sheet and ensure account balances are supported by appropriate supporting documentation in accordance with SOPs.
• Ensure all issues in the balance sheet are disclosed and adjustments are timely.
• Ensure that the P&L is accurate and statements are delivered to appropriate individuals in a timely manner.
• Effectively manage property working capital and cash flow; identify key projects and manage associated capital expenditure funds for product improvement and increased revenue potential.
• Manage through people and reliable system & process, and assign team members and other department managers' clear accountability backed by appropriate authority to accomplish goals.
• Serve as a liaison between corporate, property, and insurance carrier when claims are filed.
• Able to assist proactively with cost control requirements.

5. Finance and Admin / General Matters

• Assists in the building of an efficient and professional team of employees within Finance and Accounting Department.
• Help enhance the team’s business skills. Educate department heads on sales and profit maximization and cost control; provide ongoing analytical decision support & tools to ensure revenue goals are met and opportunities are identified and addressed.
• Monitor and improve hotels operation costs, profitability and manage business risks.
• Ensures property policies are administered fairly and consistently.
• Achieves and exceeds goals including performance goals, budget goals, team goals, etc.
• Oversees internal, external and regulatory audit processes.
• Ensure that all contracts are up to date and that there is reminder system in place for renewal and renegotiation if necessary.
• Conduct regular weekly finance department meetings.
• Ensures employees establish and maintain open, collaborative relationships within their team.
• Participates in the employee performance appraisal process, providing feedback as needed.
• Responsible to ensure disciplinary procedures and documentation are completed according to hotels standards.

Job Requirements:

• Bachelor’s Degree in Accounting, Finance, Business Administration or related field required (completed Intermediate Accounting and one advance accounting course at a minimum), or equivalent.
• Previous Financial Controller experience is preferred, 5 years Hotel/ hospitality industry knowledge preferred.
• Experience managing people preferred.
• Experience in owner relations is preferred.
• Computer literate in Words, Excel, PowerPoint with Hotel Accounts Software likes Sun System, IFCA, SQL
• Ability to use standard software applications and hotel systems, technology-savvy.
• Excellent verbal and written communication skills, and presentation skills
• Strong organization skills and excellent negotiation skills
• Ability to build and maintain relationship.

About Us

Bjak is focused on providing access to affordable and sustainable financial services for people in ASEAN. Headquartered in Malaysia, Bjak is the largest insurance portal in Southeast Asia. Our main portal, Bjak.my, helps millions find the insurance policy with the best value and highest coverage for them.

Our core strengths are in navigating the most complex regulations and environments, creating some of the most innovative products in the world. For instance, we are the first platform globally to simplify and offer investment-linked life and health insurance online, coupled with an instant talk-to-agent service.

Role Overview:

We are currently seeking a dedicated and experienced Wealth Planner to join our dynamic team. As a Wealth Planner, you will be responsible for providing expert advice and guidance to clients on life insurance products, responsible to respond to customer inquiries and close sales while maintaining high levels of customer satisfaction. The ideal candidate should have a passion for sales, excellent communication skills, and the ability to promote insurance products effectively over the phone.

Key Responsibilities:

• Conduct outbound calls to potential customers to promote BJAK Life Insurance products and services.
• Provide accurate information about insurance policies, coverage options, and benefits to customers.
• Listen empathetically to customer needs and suggest suitable insurance plans tailored to their requirements.
• Close sales by effectively presenting the value of BJAK Life Insurance products.
• Meet and exceed sales targets while maintaining high levels of customer satisfaction.
• Document customer interactions and sales activities in the company's CRM system.

• High school diploma or equivalent (Bachelor's degree preferred).
• Previous experience in Financial Advisor or related fields is preferred.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced and target-driven environment.
• Knowledge of insurance products and terms is a plus.
• Ethical and customer-focused approach to business.

• You will be working in a fast-growing startup that promotes flexible and open culture

• Fast moving, challenging and unique business problems
• Attractive remuneration and performance incentives
• Strong learning and development plans for your career growth
• Great career development opportunities in a growing company
• International work environment and flat organization
• Competitive salary

About Us

Bjak is focused on providing access to affordable and sustainable financial services for people in ASEAN. Headquartered in Malaysia, Bjak is the largest insurance portal in Southeast Asia. Our main portal, Bjak.my, helps millions find the insurance policy with the best value and highest coverage for them.

Our core strengths are in navigating the most complex regulations and environments, creating some of the most innovative products in the world. For instance, we are the first platform globally to simplify and offer investment-linked life and health insurance online, coupled with an instant talk-to-agent service.

Role Overview:

We are currently seeking a dedicated and experienced Financial Advisor to join our dynamic team. As a Financial Advisor, you will be responsible for providing expert advice and guidance to clients on life insurance products, responsible to respond to customer inquiries and close sales while maintaining high levels of customer satisfaction. The ideal candidate should have a passion for sales, excellent communication skills, and the ability to promote insurance products effectively over the phone.

Key Responsibilities:

• Conduct outbound calls to potential customers to promote BJAK Life Insurance products and services.
• Provide accurate information about insurance policies, coverage options, and benefits to customers.
• Listen empathetically to customer needs and suggest suitable insurance plans tailored to their requirements.
• Close sales by effectively presenting the value of BJAK Life Insurance products.
• Meet and exceed sales targets while maintaining high levels of customer satisfaction.
• Document customer interactions and sales activities in the company's CRM system.

• High school diploma or equivalent (Bachelor's degree preferred).
• Previous experience in Financial Advisor or related fields is preferred.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced and target-driven environment.
• Knowledge of insurance products and terms is a plus.
• Ethical and customer-focused approach to business.

• You will be working in a fast-growing startup that promotes flexible and open culture

• Fast moving, challenging and unique business problems
• Attractive remuneration and performance incentives
• Strong learning and development plans for your career growth
• Great career development opportunities in a growing company
• International work environment and flat organization
• Competitive salary

About Us

Bjak is focused on providing access to affordable and sustainable financial services for people in ASEAN. Headquartered in Malaysia, Bjak is the largest insurance portal in Southeast Asia. Our main portal, Bjak.my, helps millions find the insurance policy with the best value and highest coverage for them.

Our core strengths are in navigating the most complex regulations and environments, creating some of the most innovative products in the world. For instance, we are the first platform globally to simplify and offer investment-linked life and health insurance online, coupled with an instant talk-to-agent service.

Role Overview:

We are currently seeking a dedicated and experienced Financial Advisor (Life Insurance) to join our dynamic team. As a Financial Advisor (Life Insurance) you will be responsible for providing expert advice and guidance to clients on life insurance products, responsible to respond to customer inquiries and close sales while maintaining high levels of customer satisfaction. The ideal candidate should have a passion for sales, excellent communication skills, and the ability to promote insurance products effectively over the phone.

Key Responsibilities:

• Conduct outbound calls to potential customers to promote BJAK Life Insurance products and services.
• Provide accurate information about insurance policies, coverage options, and benefits to customers.
• Listen empathetically to customer needs and suggest suitable insurance plans tailored to their requirements.
• Close sales by effectively presenting the value of BJAK Life Insurance products.
• Meet and exceed sales targets while maintaining high levels of customer satisfaction.
• Document customer interactions and sales activities in the company's CRM system.

• High school diploma or equivalent (Bachelor's degree preferred).
• Previous experience in Financial Advisor or related fields is preferred.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced and target-driven environment.
• Knowledge of insurance products and terms is a plus.
• Ethical and customer-focused approach to business.

• You will be working in a fast-growing startup that promotes flexible and open culture

• Fast moving, challenging and unique business problems
• Attractive remuneration and performance incentives
• Strong learning and development plans for your career growth
• Great career development opportunities in a growing company
• International work environment and flat organization
• Competitive salary