Financial Planner – Protection, Savings & Retirement (Training Provided)

LBY Estate Solutions; Selangor; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading financial services provider in Malaysia is hiring motivated individuals to become Financial Planners. This role involves conducting financial analyses, developing customized plans, and guiding clients toward achieving financial security. Full training provided, making this an ideal opportunity for fresh graduates or those with experience in sales and finance.

Benefits

Competitive salary plus bonuses

Comprehensive training and mentorship

Opportunities for career advancement

Health and wellness initiatives

Collaborative work environment

Clear career progression

Qualifications

• Passion for helping individuals and families achieve financial goals.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.

Responsibilities

• Conducting in-depth financial analyses and developing personalized plans.
• Presenting financial recommendations and monitoring clients' plans.
• Building strong relationships with clients.

Skills

Analytical skills

Problem-solving

Communication

Interpersonal skills

Education

Bachelor's degree in any discipline

Job description

Financial Planner – Protection, Savings & Retirement (Training Provided)

About the role

Are you looking for a meaningful career with flexible hours and great income potential? We’re hiring motivated individuals to become Financial Planners—helping clients protect their families, save for the future, and achieve financial security.

Whether you’re fresh out of university or have experience in sales, finance, or customer service, we provide full training and licensing support to get you started. No prior insurance or financial background? No problem!

What you'll be doing

• Conducting in-depth financial analyses to understand clients' current financial situations and long-term objectives
• Developing personalised financial plans that address clients' protection, savings and retirement planning needs
• Presenting financial recommendations to clients and guiding them through the implementation process
• Monitoring and reviewing clients' financial plans regularly to ensure they remain on track
• Staying up-to-date with industry regulations, products and best practices to provide the most informed advice
• Building and maintaining strong relationships with clients through excellent customer service

What we're looking for

• A passion for helping individuals and families achieve their financial goals
• Strong analytical and problem-solving skills to design comprehensive financial plans
• Excellent communication and interpersonal skills to effectively explain complex financial concepts
• A commitment to continuous learning and professional development
• Relevant experience in the financial planning industry, preferably in the areas of protection, savings and retirement planning

What we offer

• Competitive salary plus bonuses and performance-based bonuses
• Comprehensive training and ongoing mentorship to enhance your skills
• Opportunities for career advancement within the company
• Health and wellness initiatives to promote a healthy work-life balance
• A collaborative and supportive work environment
• Clear career progression with options to build your own team

Who you are

• A good communicator with a passion for helping others
• Motivated to learn, grow, and succeed in a rewarding career
• Able to work independently with a positive attitude
• Experienced in sales, finance, customer service, or a fresh graduate eager to start your career

Suitable for

Fresh graduates from a variety of disciplines including but not limited to:

• Business
• Finance
• Economics
• Accounting
• Marketing
• Communications
• Law
• Any other degree with a willingness to learn!

About us

LBY ESTATE SOLUTIONS is a leading financial services provider committed to helping our clients achieve their financial goals. With a strong focus on client-centric solutions, we have built a reputation for delivering exceptional service and tailored financial strategies. Join our team and be a part of our continued growth and success.

If you're ready to embark on an exciting career in financial planning, apply now.