Total 18 financial planner job vacancies in selangor

Job Responsibilities:

• Advise customers on personal financial planning matters such as proper percentage of expense,debt,saving,investment and insurance.
• Provide solutions and recommendations for client financial goals.
• Find and approach prospective clients.
• Maintain and enhance business relationships with current and potential clients.

Requirements:

• SPM/Diploma/Degree or higher academic in any fields.
• 18-40 years old.
• Fresh graduate and SPM leavers are encourage to apply.
• Possess own transport.
• Good ethics, with a customer-oriented attitude.
• Self starter with good in communication and interpersonal skill.
• Sales experience will be added advantage.
• Can speak fluent in Mandarin and English (candidates fluent in Mandarin preferred as role requires candidate to deal with Mandarin speaking Clients)

Benefits

• Attractive remuneration package, with Basic Salary+Monthly
• Bonus+Allowance+incentive
• Oversea Trips Achievement and Awards
• Time flexibility
• Career advancement , opportunity to become Leader
• Free training and coaching programmes
• Annual Leave
• Medical and Hospitalisation Leave
• 5 days work

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

Job Responsibilities:

• Advise customers on personal financial planning matters such as proper percentage of expense,debt,saving,investment and insurance.
• Provide solutions and recommendations for client financial goals.
• Find and approach prospective clients.
• Maintain and enhance business relationships with current and potential clients.

Requirements:

• SPM/Diploma/Degree or higher academic in any fields.
• 18-40 years old.
• Fresh graduate and SPM leavers are encourage to apply.
• Possess own transport.
• Good ethics, with a customer-oriented attitude.
• Self starter with good in communication and interpersonal skill.
• Sales experience will be added advantage.
• Can speak fluent in Mandarin and English (candidates fluent in Mandarin preferred as role requires candidate to deal with Mandarin speaking Clients)

Benefits

• Attractive remuneration package, with Basic Salary+Monthly
• Bonus+Allowance+incentive
• Oversea Trips Achievement and Awards
• Time flexibility
• Career advancement , opportunity to become Leader
• Free training and coaching programmes
• Annual Leave
• Medical and Hospitalisation Leave
• 5 days work

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

Responsibilities:

• Cold call people using a given phone directory to sell products.
• Answer incoming calls from prospective customers.
• Use scripts to provide information about product's features, prices etc. and present their benefits.
• Ask pertinent questions to understand the customer's requirements.
• Persuade the customer to buy by demonstrating how merchandise or services meet their needs.
• Record the customer's personal information accurately in a computer system.
• Deal with complaints or doubts to safeguard the company's reputation.
• Go the 'extra mile' to meet sales quota and facilitate future sales.
• Keep records of calls and sales and record useful information.

Requirements:

• Proven experience as telemarketer or similar sales/customer service role.
• Proven track record of successfully meeting sales quotas preferably over the phone.
• Working knowledge of relevant computer programs (e.g. CRM software) and telephone systems.
• Good communication and presentation skills.
• Proficient in English & Chinese
• Skilled in negotiation and dealing with complaints.
• Persistent and results-oriented.
• Patient and able to handle customer rejection.
• Possess at least Diploma in Business Administration or relevant field; BSc/BA in business is a plus.

Perks & Benefits

• Commission and bonus
• Casual dress code
• Company trips
• Personal development opportunities

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

KEY RESPONSIBILITIES

• To provide cover notes, technical support, and renewal/ new business for policy processing.
• Liaise with Unit Heads to monitor reports
• Collection of premium and ensure prompt payment
• Servicing and maintaining networking relationship with brokers, clients
  Assist to promote and facilitate transaction of new insurance business for the company.

KEY REQUIREMENTS/SKILLS/EXPERIENCE

• Bachelor's Degree in any field of studies
• Fast learner, self motivated, team player, and able to work under pressure.
• Proficient in written and spoken English and Chinese
• Required skills: good analytical thinking, attention to detail, strong verbal communication skills
  
  
  

Perks & Benefits

• Provided free exam
• Entitle Graduate Ceremony
• Passionate, Energetic & Innovative Working Culture
• Continuous Self-Improvement Program
• Potential for a full-time job with an attractive salary upon successful completion of the internship.
• Continuosly allowance RM1000.00 giving for 12 months.

主要責任

• 為保單處理提供附註、技術支援和續保/新業務。
• 與單位負責人聯絡以監督報告
• 收取保費並確保及時付款
• 服務並維護與經紀人、客戶的網絡關係
  協助推動和促進公司新保險業務的交易。

關鍵要求/技能/經驗

• 任何研究領域的學士學位
• 學習速度快，自我激勵，團隊合作精神，能夠在壓力下工作。
• 精通英語和中文的書面和口語
• 所需技能：良好的分析思考、注重細節、強大的口語溝通能力
  
  
  

津貼和福利

• 提供免費考試
• 授予畢業典禮
• 充滿熱情、充滿活力和創新的工作文化
• 持續自我提升計劃
• 成功完成實習後，有可能獲得薪水頗具吸引力的全職工作。
• 連續12個月給予RM1000.00津貼。

Job Scope:

• Advise customers on personal financial planning matters such as proper percentage of expense,debt,saving,investment and insurance.
• Provide solutions and recommendations for client financial goals.
• Find and approach prospective clients.
• Maintain and enhance business relationships with current and potential clients.

Requirements:

• Fresh graduate and SPM leavers are encourage to apply.
• Possess own transport.
• Good ethics, with a customer-oriented attitude.
• Self starter with good in communication and interpersonal skill.
• Sales experience will be added advantage.
• Can speak fluent in Mandarin and English (candidates fluent in Mandarin preferred as role requires candidate to deal with Mandarin speaking Clients)

Benefits:

• Attractive remuneration package, with Basic Salary+Monthly Bonus+Allowance+incentive
• Oversea Trips Achievement and Awards
• Time flexibility
• Career advancement , opportunity to become Leader
• Free training and coaching programmes
• Annual Leave
• Medical and Hospitalisation Leave
• 5 days wor

職責：

• 使用給定的電話號碼簿向人們推銷產品。
• 接聽潛在客戶的來電。
• 使用腳本提供有關產品功能、價格等的資訊並展示其優點。
• 提出相關問題以了解客戶的需求。
• 透過展示商品或服務如何滿足客戶的需求來說服客戶購買。
• 將客戶的個人資訊準確記錄在電腦系統中。
• 處理投訴或疑慮，以維護公司聲譽。
• 「加倍努力」以完成銷售配額並促進未來的銷售。
• 保留通話和銷售記錄並記錄有用的信息。

要求：

• 擁有豐富擔任電話行銷員或類似銷售/客戶服務角色的經驗。
• 擁有成功完成銷售配額（最好是透過電話）的良好記錄。
• 相關電腦程式（例如 CRM 軟體）和電話系統的工作知識。
• 良好的溝通和表達能力。
• 精通英語和中文
• 擅長談判和處理投訴。
• 持之以恆，以結果為導向。
• 有耐心，能夠處理客戶的拒絕。
• 至少擁有工商管理或相關領域的文憑；商業理學士/文學學士優先。

津貼和福利

• 佣金和獎金
• 休閒著裝要求
• 公司旅行
• 個人發展機會

We are recruiting to be a part of member of our agency.

As a matter of fact, joining us as a Wealth Planner, you are indeed an entrepreneur rather than an employee.

As an entrepreneur, we have many advantages such as time flexibility and lucrative income; The sky is the limit and you may earn an outstanding income at a very young age.

What is PruVenture Programme (PV) ?

• PV programme designed to support you as future leaders by giving monthly bridging income.
• PV Program are equipped with Daily Coaching, Weekly Progress Meeting, Product Knowledge Training and also mentoring by practitioners to support PV consultants be productive and achieve great results.
• All PV consultants will be developed well with special courses to become productive and high income managers in the future.
• All candidates are welcome to explore this opportunity even if you have zero experience in the sale industry as the program will support and guide you from zero to hero through this wonderful journey with us

Responsibilities:

• Analyze clients' financial statuses.
• Examine and suggest financial opportunities.
• Develop sound plans and budgets for clients.
• Customize financial plans according to clients' changing needs.
• Help clients implement their plans and carry out transactions.
• Present and sell suitable financial products and services.
• Find and approach prospective clients.
• Build strong relationships to retain existing clients.
• Maintain updated knowledge of regulations, practices and financial products.

Job Requirement:

• Young & Dynamic from age 22-35.
• Have a very high willingness to learn.
• Possess car or own transportation
• Proven experience as financial planner or similar role; experience in sales or customer service is an asset.
• Ability to analyze financial information and comply with regulations.
• Good ethics, with a customer-oriented attitude.
• Outstanding communication skills, with the ability to foster long-term relationships.
• Hands-on experience with multiple sales techniques (including cold calls).
• Ability to deliver engaging presentations.
• Possess at least Diploma/Degree in any related field (SPM level candidate must have working experience)

Perks & Benefits

• Basic Salary:
  Catogary 1 : RM3,000~ RM 5,000. Terms and condition apply*
  Catogary 2 : RM8,000~RM10,000. Terms and condition apply*
• Commission and bonus can be more than RM20,000
• Central location 
• Flexible working hours 
• Casual dress code
• Regular team activities
• Company trips
• Personal development opportunities