Wealth Planner - Flexible Career in Financial Planning

Private Advertiser; Johor Bahru; Hybrid; MYR 60.000 - 120.000; Vollzeit

Benefits dieser Stelle

Commission

Incentives

Training

Career growth

Team environment

Flexible hours

Coaching

Zusammenfassung

Private Advertiser is seeking a Wealth Planner in Kuching, Sarawak. The role focuses on understanding client financial goals, connecting with prospects, assessing insurance needs, and offering suitable planning solutions.

Training, incentives, and a supportive team environment are provided to help you grow professionally. Fresh graduates are welcome, and the position offers a flexible working arrangement with opportunities to meet monthly and annual sales targets.

Qualifikationen

• Excellent communication and interpersonal skills.
• Willingness to learn and grow; fresh graduates welcome.
• Experience in sales or financial services is an advantage.

Aufgaben

• Understand clients' financial goals and protection needs.
• Identify and connect with potential clients.
• Assess clients' insurance needs and explain policies.
• Recommend suitable insurance and financial planning solutions.
• Prepare quotations and assist with applications.
• Build and maintain long-term client relationships.
• Follow up with clients for policy servicing.
• Work toward monthly and annual sales targets.
• Attend training and professional development programs.
• Maintain accurate client records and comply with regulations.

Kenntnisse

Communication skills

Sales experience

Fresh graduates welcome

Self-motivated

Goal oriented

Jobbeschreibung

Private Advertiser is seeking a Wealth Planner in Kuching, Sarawak. The role focuses on understanding client financial goals, connecting with prospects, assessing insurance needs, and offering suitable planning solutions.

Training, incentives, and a supportive team environment are provided to help you grow professionally. Fresh graduates are welcome, and the position offers a flexible working arrangement with opportunities to meet monthly and annual sales targets.