WEALTH PLANNER
ANU AGENCY
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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 will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.
We are looking for passionate, self-motivated, and customer-oriented individuals to join our team as a Wealth Planner. In this role, 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 looking to build a rewarding career, we provide comprehensive training, mentoring, and career development to help you succeed.
Identify and develop new business opportunities through networking, referrals, and prospecting.
Meet with clients to understand their financial goals and protection needs.
Conduct financial needs analysis and recommend suitable insurance and wealth planning solutions.
Be careful - Don’t provide your bank or credit card details when applying for jobs. Don't transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad .
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