Financial Advisory & Client Growth Specialist

366 Life Planners Enterprise; Kuala Lumpur; On-site; MYR 60,000 - 120,000; Full time

Benefits offered by this job

Structured training

Mentorship

Performance-based incentives

Overseas incentive trips

Flexible working arrangement

Career progression

Job summary

366 Life Planners Enterprise in Kuala Lumpur is seeking motivated individuals for a long-term career in financial advisory, client consulting and wealth planning. This is a sales-focused, client-facing role with emphasis on client acquisition, business development and building relationships.

The role provides structured training, mentorship, and full support to develop sales, communication, consulting and client relationship skills.

Qualifications

• Bachelor's degree in any field is required.
• Fresh graduates are encouraged to apply.
• Mandarin proficiency required for Mandarin-speaking clients.

Responsibilities

• Develop new client opportunities and generate leads through networking, referrals and relationship building.
• Approach and engage potential clients, arrange appointments and build client network.
• Provide holistic financial advisory solutions tailored to clients’ needs.
• Conduct financial needs analysis and recommend suitable protection solutions.
• Assist clients in insurance planning, wealth accumulation, retirement planning and risk management.
• Present suitable financial solutions, follow up with prospects, handle enquiries and work towards closing sales.
• Build and maintain long-term client relationships through professional advisory service.
• Provide structured after-sales service and policy review support.
• Participate in structured sales training, mentorship and continuous professional development programs.

Skills

Strong communication skills

Mandarin proficiency

Client acquisition

Education

Bachelor's Degree

Job description

366 Life Planners Enterprise in Kuala Lumpur is seeking motivated individuals for a long-term career in financial advisory, client consulting and wealth planning. This is a sales-focused, client-facing role with emphasis on client acquisition, business development and building relationships.

The role provides structured training, mentorship, and full support to develop sales, communication, consulting and client relationship skills.