Total 6 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

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

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