Financial Wellness Advisor - Flexible Hours & Growth Path

Private Advertiser; Penang; On-site; MYR 28,000 - 73,000; Full time

Benefits offered by this job

Commission-based income

Performance bonuses

Flexible schedule

Job summary

Private Advertiser is looking for a Life Insurance Agent (Full Time/Part Time) to assess client needs and design tailored wealth management strategies, including insurance, savings, and investment solutions. Provide professional consultations to help clients achieve financial goals and protect their future.

Key responsibilities include financial planning, client advisory, building relationships, and continuous learning through industry training.

Qualifications

• Strong communication and interpersonal skills.
• Ability to work independently and collaboratively.
• Prior experience in sales, finance, or customer service is an advantage (but not required).
• Willingness to undergo training and obtain relevant certifications.

Responsibilities

• Financial planning: assess client needs and design wealth strategies including insurance, savings, and investments.
• Client advisory: provide consultations to help clients achieve financial goals and protect their future.
• Relationship building: develop and maintain trust-based relationships with clients.
• Continuous learning: stay updated with industry trends, certifications, and training programs.

Skills

Strong communication

Interpersonal skills

Independent & collaborative

Sales/financial services exposure

Job description

Private Advertiser is looking for a Life Insurance Agent (Full Time/Part Time) to assess client needs and design tailored wealth management strategies, including insurance, savings, and investment solutions. Provide professional consultations to help clients achieve financial goals and protect their future.

Key responsibilities include financial planning, client advisory, building relationships, and continuous learning through industry training.