Wealth Planning Advisor: Trusted Financial Guidance

Allianz Malaysia; Petaling Jaya; On-site; MYR 39,000 - 61,000; Full time

Job summary

Allianz Malaysia is seeking a Wealth Planning Executive to help clients achieve greater financial security through professional advice, personalised insurance solutions, and ongoing relationship management. This role focuses on trust, integrity, and customer-centric guidance, operating in a performance-driven environment with clear sales targets.

The 12-month contract positions you with Allianz via a third-party agency, handling end-to-end advisory and servicing needs, policy reviews, and

Qualifications

• Diploma or degree qualification required.
• 1–3 years sales experience preferred; banking/insurance/financial services experience advantageous.
• Fresh graduates encouraged to apply if you have strong interpersonal skills.
• Experience in consultative sales environments is beneficial.

Responsibilities

• Identify, engage and acquire new customers from provided leads and referrals.
• Conduct policy review and needs analysis for protection, savings, retirement and legacy planning.
• Provide professional financial planning guidance and insurance recommendations.
• Achieve individual sales and productivity targets.
• Develop and maintain long-term customer relationships with periodic engagement.
• Identify opportunities for policy enhancement and cross-selling.
• Deliver superior customer service throughout the policy lifecycle; assist with inquiries and claims.

Skills

Relationship-building

Communication

Interpersonal skills

Customer-centric mindset

Self-motivation

Problem-solving

Teamwork

AI tools familiarity

Education

Diploma or Degree qualification

Tools

ChatGPT

Job description

Allianz Malaysia is seeking a Wealth Planning Executive to help clients achieve greater financial security through professional advice, personalised insurance solutions, and ongoing relationship management. This role focuses on trust, integrity, and customer-centric guidance, operating in a performance-driven environment with clear sales targets.

The 12-month contract positions you with Allianz via a third-party agency, handling end-to-end advisory and servicing needs, policy reviews, and