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Jobs in Malaysia   »   Jobs in Perai   »   Sales / Marketing jobs   »   ELITE WEALTH PLANNER( LIFE / TAKAFUL)


Perai, Penang, MY
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Advising our clients on how to achieve their Financial Objectives by providing them comprehensive planning service

To drive our VISION by helping people to live HEALTHIER, LONGER & BETTER LIVES.

1. Own Transport + own i-pad
2. Minimum 2-year experience (prefer Sales/Marketing)
3. Age 20  to  50.
4. Discipline & Good time management
5. Willing to learn; Teachable & Responsible
6. Business Minded & Independent & Trusted,
7. Able to work in Team & prepare to be a LEADER/ MANAGER!


  • 1. Min SPM holder & above;
  • 2.Age : 20 to 50..
  • 3.Work fr home/ any place/ any time.
  • 4.Mthly allowance Rm500/mth x 6 mths ( probation period)
  • 5.Able to Convert to Elite  with Conversion Bonus : Rm1,500x3 mths  OR
         Elite Pro with Conversion Bonus : RM3,000 x 3 mths.T&C apply.


Minimum Diploma & above/ Fresh Degree
Age: 25-40 years old
Minimum of 2 years of work experience (prefer Sales/Marketing)
Basic Allowance*: RM3,000 


  1. Degree & above : min. 3 yrs work experience;
  2. Diploma & above : min. 5 yrs work experience; (prefer Sales/Marketing)
  3. Age: 25-45 years old

Basic Allowance* : RM4,000/RM5,000/RM7,000/RM9,000
Extras: Potential to earn Extra Rewards of RM2,000,000 (RM 2 Million) subject to T&C*
Welcome: Ex-Insurance Leaders from other Insurance Co: UT Leaders, Mortgage Officers, Bankers yang Business Minded.


1. Prospecting of new client base; servicing existing, if required.
2. Facts finding of clients' needs & recommend suitable financial products:-                  Convention Insurance  / Syariah Takaful .                                    
3. Reviewing of existing policies & suggest for upgrading & servicing

4. Attend Co. Training & Leader Coaching.
5. Referral of new recruits & learn to lead the team.
6. Prepare a career path to be leaders/managers/MDRT.


Perks & Benefits

  • Commission and bonus
  • Flexible working hours
  • Casual dress code
  • Regular team activities
  • Company trips
  • Medical insurance
  • Personal leave
  • Personal development opportunities

Job Location
Wisma AIA, 2794 Jalan Chain Ferry, Taman Inderawasih, 13600 Perai, Penang
Click to view the location on Google maps

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Company Overview


We are an expanding Risk Management & Financial Planning Agency of a Pan-Asia AIA Group, established over 18 years ago, located at Taman Inderawasih, Perai, Penang. As a fastest growing industry player with expansion plan in near future, we provide excellent opportunities to people looking for opportunities, challenges & rewards. If you are pro-active, forward thinking, sociable with a DREAM & DESIRE TO SUCCESS, consider being an AIA-ELITE ACADEMY TEAM member with HPT & ASSOCIATES.

To empower the lifestyle of our business partners for Financial Success & Independence with at least RM200,000 (RM 200 Thousand) Annual Incom after 3-years associating with us via the Success Business Model.

To provide a CONDUCIVE & POSITIVE WORKING ENVIRONMENT with professional training & personalized coaching so as to ensure our business partners to achieve their dreams.

H onesty,

P rofessional,

T rust,

A chievements,

N eed Based

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Company Summary
HPT & Associates
26-50 employees
Insurance / Pension Funding
Like HPT & Associates

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