Financial Planning Consultant | Flexible Hours & Earnings

LEE ZHI JIAN CFP AGENCY; Negeri Sembilan; Hybrid; MYR 36,000 - 72,000; Full time

Job summary

LEE ZHI JIAN CFP AGENCY in Malaysia is seeking motivated individuals for Sales Representatives and Financial Planning Consultants roles. You will be trained to assess clients' financial needs and offer protection, savings, investment, and planning solutions.

Flexible online and offline options support a balanced approach to client engagement and career development. Open to graduates from all backgrounds, with or without sales experience; strong communication and people skills are highly valued.

Qualifications

• Strong communication and interpersonal abilities.
• Open to candidates from all academic backgrounds.
• Self-motivated with a willingness to learn and grow.

Responsibilities

• Conduct financial planning consultations based on clients' needs and goals.
• Assist clients with protection, savings, investment and retirement planning.
• Build and maintain long-term client relationships.
• Develop new business through networking, referrals and marketing channels.
• Provide ongoing policy servicing and support for clients.
• Follow up on claims and after-sales matters.
• Attend professional training, team meetings and development programmes.
• Develop personal sales and business development skills.
• Opportunity to progress into leadership and team-building roles.

Skills

Sales

Communication

Interpersonal skills

Self-motivated

Job description

LEE ZHI JIAN CFP AGENCY in Malaysia is seeking motivated individuals for Sales Representatives and Financial Planning Consultants roles. You will be trained to assess clients' financial needs and offer protection, savings, investment, and planning solutions.

Flexible online and offline options support a balanced approach to client engagement and career development. Open to graduates from all backgrounds, with or without sales experience; strong communication and people skills are highly valued.