Legacy Planning Consultant

Finspiration Advisory; Kuala Lumpur; On-site; MYR 78,000 - 123,000; Full time

Job summary

Finspiration Advisory in Kuala Lumpur is seeking a Legacy Planning Consultant to guide individuals and families in protecting and growing their wealth. The role offers training and clear career advancement.

You will gain mentorship, structured training, and opportunities to lead teams as you develop both personal and financial growth within a supportive, energetic environment.

Qualifications

• Must have positive attitude and willingness to learn.
• Strong communication and interpersonal skills.
• Self-driven, ambitious, and coachable.
• Fresh graduates or career changers are welcome; no finance background required—training provided.

Responsibilities

• Guide individuals and families in protecting and growing their wealth.
• Provide insurance, estate planning, will writing, and financial solutions.
• Build long-term client relationships based on trust and professionalism.
• Develop personal and financial growth through continuous learning.
• Enjoy flexibility, autonomy, and clear career advancement pathways.

Skills

Positive attitude

People skills/communication

Self-driven

Fresh graduates welcome

Job description

Are you looking for a meaningful career that creates impact, builds long-term success, and offers unlimited growth?

If yes — this might be the opportunity you’ve been waiting for.

As a Legacy Planning Consultant, you will:

• Guide individuals and families in protecting and growing their wealth
• Provide insurance, estate planning, will writing, and financial solutions
• Build long-term client relationships based on trust and professionalism
• Develop both personal and financial growth through continuous learning
• Enjoy flexibility, autonomy, and clear career advancement pathways

What We’re Looking For:

• Positive attitude and willingness to learn
• Passion for people and communication
• Self-driven, ambitious, and coachable
• Fresh graduates or career changers are welcome
• No finance background required — full training provided

What You’ll Gain:

• Personal mentorship and structured training
• Leadership development for those who aspire to build a team
• A supportive, energetic, and forward-thinking work environment

If you’re looking for a career where you can grow, make an impact, and build a meaningful future — let’s talk.