Manager

EG Wealth Consolidate Advisory

Petaling Jaya

On-site

MYR 60,000 - 90,000

Full time

2 days ago
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Benefits offered by this job

Annual Leave
Medical Leave
Health Insurance

Job summary

EG Wealth Consolidate Advisory in Damansara, Selangor seeks an experienced Agency Manager to oversee daily operations, mentor financial consultants, and drive strategic plans that meet growth targets. Strong leadership, client focus, and market insight are essential for sustaining performance in a dynamic financial services environment.

The role requires a Diploma and at least 3 years in financial services or insurance, with excellent negotiation and communication skills to build lasting client

Qualifications

  • Diploma in a relevant field.
  • Minimum of 3 years of relevant experience in the financial services or insurance industry.
  • Proven leadership and team management skills.
  • Strong understanding of financial products and services, particularly those offered by Prudential Assurance Malaysia Berhad.
  • Excellent communication, interpersonal, and negotiation skills.
  • Ability to develop and execute strategic business plans.
  • Proficiency in relevant software and tools for agency management.

Responsibilities

  • Oversee and manage daily operations of the agency, ensuring efficiency and productivity.
  • Develop and implement strategic plans to achieve agency goals and targets.
  • Lead, train, and motivate a team of financial consultants to meet performance objectives.
  • Foster strong relationships with clients and ensure high levels of customer satisfaction.
  • Monitor market trends and competitor activities to identify new business opportunities.
  • Manage budgets, resources, and operational costs effectively.
  • Ensure compliance with all company policies and regulatory requirements.

Skills

Leadership
Team management
Communication
Negotiation
Strategic planning

Education

Diploma

Tools

Agency management software

Job description

Jora Malaysia will close on 16th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

EG Wealth Consolidate Advisory – Damansara, Selangor

Minimum of 3 years of relevant experience in the financial services or insurance industry.

Proven leadership and team management skills.

Strong understanding of financial products and services, particularly those offered by Prudential Assurance Malaysia Berhad.

Excellent communication, interpersonal, and negotiation skills.

Ability to develop and execute strategic business plans.

Proficiency in relevant software and tools for agency management.

Requirement
  • Diploma in a relevant field.

  • Minimum of 3 years of relevant experience in the financial services or insurance industry.

  • Proven leadership and team management skills.

  • Strong understanding of financial products and services, particularly those offered by Prudential Assurance Malaysia Berhad.

  • Excellent communication, interpersonal, and negotiation skills.

  • Ability to develop and execute strategic business plans.

  • Proficiency in relevant software and tools for agency management.

Responsibility
  • Oversee and manage daily operations of the agency, ensuring efficiency and productivity.

  • Develop and implement strategic plans to achieve agency goals and targets.

  • Lead, train, and motivate a team of financial consultants to meet performance objectives.

  • Foster strong relationships with clients and ensure high levels of customer satisfaction.

  • Monitor market trends and competitor activities to identify new business opportunities.

  • Manage budgets, resources, and operational costs effectively.

  • Ensure compliance with all company policies and regulatory requirements.

Benefits
  • Annual Leave
  • Medical Leave
  • Health Insurance
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