Total 4 financial advisor job vacancies in Petaling Jaya

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

Welcome, where we believe in the transformative power of life insurance to secure futures and protect loved ones. As a Life Insurance professional, your journey with us is more than just a career – it's an opportunity to make a lasting impact on individuals and families across Malaysia.

Job Description

Client Consultation:
Conduct comprehensive consultations with clients to understand their financial goals and insurance needs.
Provide expert advice on life insurance products and guide clients in selecting appropriate coverage.

Sales and Business Development:
Generate leads through networking, referrals, and other prospecting activities.
Meet or exceed sales targets through effective sales techniques and relationship building.

Customer Service:
Ensure accurate and timely documentation of client interactions and policy details.
Provide ongoing customer service to policyholders, including addressing inquiries, processing policy changes, and offering support during claims processes.
Stay updated on industry trends, market conditions, and changes in life insurance products.
 

Benefits:

*Financial support scheme*
*EDP Entrepreneur Development Program RM(2k-5k) monthly*
* PruVenture Manager RM(3k-10k) monthly and Fast track to be manager
6-year Multiple Commission & 3-year Incentive Bonus goes up to 6-figure income
Promotion to become a quality leader as Unit Manager and Agency Manager
Recognition Awards NAAPN and Incentive premier trip to oversea
Retirement Gratuity Benefit to the Agent and Agency Manager.
Legacy of business, income, and position will be beneficiary continue to Family Members.
Provided free training program / successful environment/coaching/platform 28 branches over Malaysia

Perks & Benefits

• Commission and bonus
• Flexible working hours
• Casual dress code
• Company trips
• Personal leave
• Personal development opportunities

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.

A Sales Advisor is responsible for delivering the best customer experience that contributes to the store’s sales and profit. As a Sales Advisor, you’ll always put customers first, offer assistance, and share your product and fashion knowledge. You’ll create an environment that is easy for customers to shop through store operations and great garment care. You will also share your knowledge and skills with your colleagues, offering help where needed to build a positive working environment.

Key Responsibilities

• Provide great customer experience.
• Fold, hang, display, and merchandise garments to maximize selling opportunities.
• Actively process, stock and replenish garments on the sales floor and in the stock room.
• Open, unpack, and label merchandise with security tags.
• Support customer purchases and returns in the register.