Wealth Planner ( Part Time)

Private Advertiser; Kuching; On-site; MYR 42,000 - 54,000; Full time

Benefits offered by this job

Performance incentives

Professional training

Flexible working

Job summary

Private Advertiser in Malaysia is seeking a Wealth Planner to understand clients' financial goals, identify needs, explain insurance products, and prepare quotations. You will connect with potential clients, build long-term relationships and provide ongoing policy servicing to help clients achieve their financial goals.

The role targets monthly and annual sales, offers attractive income and commission, and includes professional training and a supportive team environment with flexible working

Qualifications

• Positive, motivated, and responsible.
• Good communication and interpersonal skills.
• Self-motivated, proactive, and goal-oriented.
• Willingness to learn and grow.
• Experience in sales, banking, insurance, financial services, or customer service is an added advantage.
• Attractive income and commission structure.
• Performance incentives and rewards.
• Professional training and development.
• Supportive and collaborative team environment.
• Flexible working arrangement.

Responsibilities

• Understand clients' financial goals, needs, and protection requirements
• Identify and connect with potential clients
• Assess clients' financial protection and insurance needs
• Explain insurance policies, benefits, premiums, and terms
• Recommend suitable insurance and financial planning solutions
• Prepare quotations and assist with applications
• Build and maintain long-term client relationships
• Follow up with existing clients and provide ongoing policy servicing
• Work towards monthly and annual sales targets
• Maintain accurate client records and comply with company and regulatory requirements

Skills

Communication skills

Self-motivated

Goal oriented

Flexible working

Team player

Job description

As a Wealth Planner, you will understand clients' financial goals, needs, and protection requirements, identify and connect with potential clients, and assess their financial protection and insurance needs. You will explain insurance policies, benefits, premiums, and terms, recommend suitable insurance and financial planning solutions, and prepare quotations and assist with applications. You will build and maintain long-term client relationships, follow up with existing clients, and provide ongoing policy servicing to assist clients in achieving their financial goals.

Key responsibilities

Understand clients' financial goals, needs, and protection requirements

Identify and connect with potential clients

Assess clients' financial protection and insurance needs

Explain insurance policies, benefits, premiums, and terms

Recommend suitable insurance and financial planning solutions

Prepare quotations and assist with applications

Build and maintain long-term client relationships

Follow up with existing clients and provide ongoing policy servicing

Work towards monthly and annual sales targets

Maintain accurate client records and comply with company and regulatory requirements

About you

Positive, motivated, and responsible

Good communication and interpersonal skills

Self-motivated, proactive, and goal-oriented

Willingness to learn and grow

Experience in sales, banking, insurance, financial services, or customer service is an added advantage

Attractive income and commission structure

Performance incentives and rewards

Professional training and development

Supportive and collaborative team environment

Flexible working arrangement

Continuous coaching and guidance