Full time / Part Time Wealth Planner

Private Advertiser; Kuching; On-site; MYR 40,000 - 70,000; Full time

Benefits offered by this job

Commission incentives

Training & development

Career growth

Flexible working

Job summary

Private Advertiser in Kuching, Sarawak is seeking a Wealth Planner to help clients achieve their financial goals through tailored insurance and planning solutions. You will identify prospects, assess protection needs, and prepare quotations while building lasting relationships.

The role offers training, performance incentives, and a supportive team environment with flexible working arrangements.

Qualifications

• Positive, motivated, and responsible individuals.
• Good communication and interpersonal skills.
• Fresh graduates are welcome to apply.
• Experience in sales, banking, insurance, financial services, or customer service is an added advantage.

Responsibilities

• 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.

Skills

Communication skills

Interpersonal skills

Goal-oriented

Willingness to learn

Fresh graduates welcome

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.

Location: Kuching Sarawak
Position: Wealth Planner