Wealth Planning Executive

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

Position Summary

The Wealth Planning Executive (WPE) is responsible for helping customers achieve greater financial security through professional advice, personalised insurance solutions, and ongoing relationship management. The role goes beyond product selling by building long-term customer relationships founded on trust, integrity and customer-centric advice. The WPE is expected to operate in a performance-driven environment with clear sales and activity targets, while upholding the highest standards of professionalism, integrity, and customer-centricity.

This is a 12-month contract position employed by a third-party employment agency. Successful candidate will be assigned to work and contracted as agent of Allianz.

Key Responsibilities

Customer Acquisition & Financial Advisory

• Identify, engage, and acquire new customers through company-provided leads, self-generated opportunities, referrals, and other approved prospecting activities.


• Conduct comprehensive policy review and financial needs analysis to understand customers’ protection, savings, retirement, and legacy planning requirements.


• Provide professional financial planning guidance and insurance recommendations tailored to customers’ individual circumstances and goals.


• Achieve individual sales and productivity targets

Customer Relationship Management

• Develop and maintain long-term relationships with customers through periodic and consistent engagement.


• Identify opportunities for policy enhancement, additional protection needs, and cross-selling where appropriate.


• Deliver a superior customer experience that promotes customer retention, satisfaction, and advocacy.

Policy Servicing & Customer Support

• Provide ongoing post-sales service and support to customers throughout the policy lifecycle.


• Assist customers with policy enquiries and other administrative matters.


• Proactively support customers during claims stage to reinforce trust and strengthen relationships.

Sales Excellence & Compliance

• Participate actively in periodic sales cadences, performance reviews, and team activities


• Attend and complete all mandatory training, certification, coaching, and development programmes.


• Adhere to all regulatory requirements, company policies and maintain high standards of professionalism, ethics, and customer confidentiality.

Requirements

Qualifications & Experience

• Diploma or Degree qualification.


• Minimum 1–3 years sales experience preferred.


• Experience in banking, financial services, insurance or other consultative sales environments is advantageous.


• Fresh graduates with strong interpersonal skills are encouraged to apply

Skills & Competencies

• Strong relationship-building and trust-building capabilities.


• Excellent communication, presentation, and interpersonal skills.


• Customer-centric mindset with a passion for helping people achieve financial security.


• Self-motivated, disciplined, and results-oriented.


• Strong problem-solving and service recovery skills.


• Ability to work independently while contributing effectively within a team environment.


• Familiar with the use of AI tools such as ChatGPT for tasks simplification

Other Requirements

• Possess a valid driving licence, own transportation and willing to travel.


• Able to work flexible hours when required to meet customer needs.


• Must have a PCIL certification

Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us.

At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust.

We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.

Join us. Let's care for tomorrow.