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Jobs in Malaysia   »   Jobs in Petaling Jaya   »   Sales / Marketing jobs   »   Wealth Advisor - Specialised in Legacy and Estate Planning

Wealth Advisor - Specialised in Legacy and Estate Planning

Petaling Jaya
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Responsibilities

  • Provide legacy and estate planning (Will and Trust) solutions to clients, training will be provided
  • Medical health insurance, income replacement, children education planning
  • Maintain good relationship with clients and getting referrals through quality services

The right candidates will be enrolled into Entrepreneur Development Program (EDP) that enhance your competencies to be future agency leaders.  Attractive financial scheme and incentives wil be given to the right candidates.

Benefits

  • Adopt work hard and play harder culture
  • Comprehensive training to equip yourself with solid financial knowledge and leadeship soft skills
  • Attractive annual bonuses and commission benefits
  • Excellent career path to managerial level
  • Flexible working hours
  • Regular team activities
  • Overseas incentive trip and recognition

Requirements

  • Must possess at least SPM / STPM / Diploma or Bachelor degree in relevant fields
  • Diligent, motivated, passionate and responsible
  • Communicate effectively, good negotiation skill with ability to achieve sales target.
  • Customer service oriented and maintain lasting relationships.

 

财富顾问

 

工作职责:

  • 为客户提供适合的财务管理计划 / 咨询。
  • 以客户保持良好关系,协助客户处理保险赔偿以及理财策划服务。
  • 通过拜访自然市场和陌生市场的方式直接向客户询问他们的保险情况和未来需求。
  • 解释具体保险方案的差异,以便客户可以对其购买做出明智的决定。
  • 协助客户的保险方案获得承销批准。

福利待遇:

  • 提供专业的在职培训(财富传承和财务风险管理的知识)
  • 提供良好晋升机会
  • 丰厚佣金 + 年度花红
  • 海外旅游奖励

入职要求:

  • 拥有SPM / STPM / 文凭或学士学位
  • 勤力,积极进取,对工作有热诚和有责任感
  • 表现出有效沟通,影响和销售的能力
  • 客户服务为中心和建立持久关系
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Company Overview

TK5 Advance Wealth Planning is a leading financial solution provider that has established for more than 20 years. We provide financial solution services on a full range from unit trust investment, education planning, medical health insurance, income replacement, legacy planning to retirement planning.

At Advance Wealth Planning, We believe in empowering our people and our customers. Driven by our core values of Excellent, Respect, Integrity and Accountability, we strive for continuous growth and learning, and believe in offering attractive compensation and benefits to get the right people onboard our organisation.

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Company Summary
Advance Wealth Planning
11-25 employees
Insurance / Pension Funding

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