Wealth Planner
Journey Life Assurance(JLA)
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Benefits offered by this job
Job summary
Journey Life Assurance (JLA) is seeking a highly motivated sales professional in Malaysia to drive high-value client acquisition and deliver tailored financial strategies. You will craft wealth plans, structure protection and savings solutions, and provide top-tier service before and after sales to a diverse client base.
The role emphasizes retirement and education fund planning awareness, along with building a loyal client network.
Qualifications
- Proven track record or strong drive in sales/financial services.
- Degree holder or above.
- Own transport.
- Can speak English/Bahasa Melayu (Fluent Mandarin speaker is an advantage).
- Self-disciplined, professional, and team-oriented.
- High earning potential: RM6,000-RM12,000/month + commission + bonus.
- Flexible time and strong work-life balance.
- Rewards, recognition, and a free annual vacation trip.
- High chances of promotion within a growing agency.
- EPF/SOCSO/EIS + annual leave.
- Ongoing training and professional development support.
Responsibilities
- Drive high-value client acquisition and sales.
- Craft customized, professional financial and wealth strategies.
- Structure protection and savings solutions for a diverse client base.
- Provide premium before- and after-sales service.
- Champion retirement and education fund planning awareness.
- Build and maintain a strong, loyal client network.
Skills
Education
Job description
Drive high-value client acquisition and sales. Craft customized, professional financial and wealth strategies. Structure protection and savings solutions for a diverse client base. Provide premium before- and after-sales service. Champion retirement and education fund planning awareness. Build and maintain a strong, loyal client network.
Job Scopes
Drive high-value client acquisition and sales
Craft customized, professional financial and wealth strategies
Structure protection and savings solutions for a diverse client base
Provide premium before- and after-sales service
Champion retirement and education fund planning awareness
Build and maintain a strong, loyal client network
Requirements
Proven track record or strong drive in sales/financial services
Degree holder or above
Own transport
Can speak English/Bahasa Melayu (Fluent Mandarin speaker is an advantage)
Self-disciplined, professional, and team-oriented
Top-tier earning potential: RM6,000-RM12,000/month + commission + bonus
Flexible time and strong work-life balance
Rewards, recognition, and a free annual vacation trip
High chances of promotion within a growing agency
EPF/SOCSO/EIS + annual leave
Ongoing training and professional development support
Hirer responsiveness Salary match Number of applicants
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