Wealth Protection Advisor

Allianz Malaysia; Petaling Jaya; On-site; MYR 36,000 - 52,000; Part time

Job summary

Allianz Malaysia is seeking a Wealth Planning Executive (WPE) on a 12-month contract to build financial security for customers through professional advice and personalized insurance solutions. You will manage end-to-end client relationships, provide planning guidance, and strive to meet sales targets while maintaining the highest standards of integrity.

The role emphasizes proactive client engagement, policy servicing, and adherence to regulatory requirements.

Qualifications

• Diploma or degree required.
• 1–3 years sales experience preferred.
• Fresh graduates with strong interpersonal skills are encouraged to apply.
• Must have PCIL certification.

Responsibilities

• Identify, engage, and acquire new customers through leads, referrals and approved prospecting activities.
• 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.
• Maintain long-term relationships through periodic engagement and cross-selling where appropriate.
• Provide post-sales support and assist with policy enquiries and claims.

Skills

Relationship-building

Communication

Interpersonal skills

Self-motivation

Problem-solving

Teamwork

Adaptability

AI tools familiarity

Education

Diploma or Degree

Job description

Allianz Malaysia is seeking a Wealth Planning Executive (WPE) on a 12-month contract to build financial security for customers through professional advice and personalized insurance solutions. You will manage end-to-end client relationships, provide planning guidance, and strive to meet sales targets while maintaining the highest standards of integrity.

The role emphasizes proactive client engagement, policy servicing, and adherence to regulatory requirements.