Wealth & Life Planner — Hybrid Role

Ahhaz Intergrated Group; Selangor; Hybrid; MYR 20,000 - 100,000; Full time

Job summary

A financial services provider is looking for an Elite Life Planner in Malaysia, Selangor. This role involves providing personalized financial and life planning services to clients, requiring strong communication and problem-solving skills. You will conduct consultations, develop tailored financial plans, and build client relationships. Ideal candidates will have proficiency in AIA Takaful products and a passion for helping clients achieve financial success. The position offers a hybrid work model with a salary range from RM 3,500 to RM 15,000.

Qualifications

• Excellent communication skills using Takaful products to attract new clients.
• Strong problem‑solving abilities.
• Critical thinking skills.
• Relationship‑building capabilities.
• Proficient time management.
• Sound product knowledge of AIA Takaful products.
• Strong interpersonal skills.
• Prior experience in customer service is a plus.

Responsibilities

• Conduct in‑depth consultations with clients to understand their financial goals.
• Develop comprehensive financial plans tailored to clients' needs.
• Provide expert advice on investments, insurance, and retirement planning.
• Build and maintain strong relationships with clients.
• Deliver engaging presentations on financial strategies.

Skills

Excellent communication skills

Strong problem‑solving abilities

Critical thinking skills

Relationship‑building capabilities

Proficient time management

Sound product knowledge of AIA Takaful products

Strong interpersonal skills

Prior experience in customer service

Education

Post Secondary / Diploma

Job description

A financial services provider is looking for an Elite Life Planner in Malaysia, Selangor. This role involves providing personalized financial and life planning services to clients, requiring strong communication and problem-solving skills. You will conduct consultations, develop tailored financial plans, and build client relationships. Ideal candidates will have proficiency in AIA Takaful products and a passion for helping clients achieve financial success. The position offers a hybrid work model with a salary range from RM 3,500 to RM 15,000.