Full time / Part Time Wealth Planner

Private Advertiser; Johor Bahru; Hybrid; MYR 60,000 - 120,000; Full time

Benefits offered by this job

Commission

Incentives

Training

Career growth

Team environment

Flexible hours

Coaching

Job summary

Private Advertiser is seeking a Wealth Planner in Kuching, Sarawak. The role focuses on understanding client financial goals, connecting with prospects, assessing insurance needs, and offering suitable planning solutions.

Training, incentives, and a supportive team environment are provided to help you grow professionally. Fresh graduates are welcome, and the position offers a flexible working arrangement with opportunities to meet monthly and annual sales targets.

Qualifications

• Excellent communication and interpersonal skills.
• Willingness to learn and grow; fresh graduates welcome.
• Experience in sales or financial services is an advantage.

Responsibilities

• Understand clients' financial goals and protection needs.
• Identify and connect with potential clients.
• Assess clients' insurance needs and explain policies.
• Recommend suitable insurance and financial planning solutions.
• Prepare quotations and assist with applications.
• Build and maintain long-term client relationships.
• Follow up with clients for policy servicing.
• Work toward monthly and annual sales targets.
• Attend training and professional development programs.
• Maintain accurate client records and comply with regulations.

Skills

Communication skills

Sales experience

Fresh graduates welcome

Self-motivated

Goal oriented

Job description

Looking for a rewarding career in financial planning? Join our growing team and build a career with opportunities for professional and financial growth!

POSITION

Wealth Planner

WHAT WE’RE LOOKING FOR

• Positive, motivated, and responsible individuals
• Good communication and interpersonal skills
• Self-motivated, proactive, and goal-oriented
• Willingness to learn and grow
• Fresh graduates are welcome to apply
• Experience in sales, banking, insurance, financial services, or customer service is an added advantage

YOUR ROLE

• Understand clients’ financial goals, needs, and protection requirements
• Identify and connect with potential clients
• Assess clients’ financial protection and insurance needs
• Explain insurance policies, benefits, premiums, and terms
• Recommend suitable insurance and financial planning solutions
• Prepare quotations and assist with applications
• Build and maintain long-term client relationships
• Follow up with existing clients and provide ongoing policy servicing
• Assist clients in achieving their financial goals
• Work towards monthly and annual sales targets
• Attend training, meetings, and professional development programs
• Maintain accurate client records and comply with company and regulatory requirements

WHAT WE OFFER

• Attractive income and commission structure
• Performance incentives and rewards
• Professional training and development
• Career advancement opportunities
• Supportive and collaborative team environment
• Flexible working arrangement
• Continuous coaching and guidance

WHY JOIN US?

Whether you are a fresh graduate or looking for a new career opportunity, we provide the training, support, and development opportunities to help you grow into a successful Wealth Planner.

Ready to take the next step in your career?

Location: Kuching Sarawak
Position: Wealth Planner