Wealth & Legacy Planning Advisor

ANU AGENCY; Ipoh; On-site; MYR 89,000 - 134,000; Full time

Job summary

Jora Malaysia is seeking passionate, self-motivated Wealth Planners to join our team in Malaysia. You will help individuals and families build financial security by providing professional advice on wealth accumulation, protection, retirement, education, medical coverage, and legacy planning.

Whether you are an experienced financial professional or a fresh graduate, we provide comprehensive training, mentoring, and career development to help you succeed.

Responsibilities

• Meet with clients to understand their financial goals and protection needs.
• Conduct financial needs analysis and recommend suitable insurance and wealth planning solutions.
• Identify and develop new business opportunities through networking, referrals, and prospecting.

Job description

Jora Malaysia is seeking passionate, self-motivated Wealth Planners to join our team in Malaysia. You will help individuals and families build financial security by providing professional advice on wealth accumulation, protection, retirement, education, medical coverage, and legacy planning.

Whether you are an experienced financial professional or a fresh graduate, we provide comprehensive training, mentoring, and career development to help you succeed.