Wealth Protection Advisor — 12-Month Contract

Allianz; Petaling Jaya; Sur place; MYR 67 000 - 112 000; Plein temps

Résumé du poste

Allianz Malaysia is seeking a Wealth Protection Executive to drive new customer acquisition and deliver tailored insurance solutions. The role emphasizes advisory services, long-term relationship building, and performance-driven targets.

The position is a 12-month contract via a third-party agency. It requires a Diploma or Degree and relevant sales experience; driving licence and PCIL certification are preferred. Travel may be required across Malaysia.

Qualifications

• 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.

Responsabilités

• 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.

Connaissances

Relationship-building

Communication

Interpersonal skills

Self-motivated

Results-oriented

Customer-centric

Formation

Diploma or Degree qualification

Outils

ChatGPT

Description du poste

Allianz Malaysia is seeking a Wealth Protection Executive to drive new customer acquisition and deliver tailored insurance solutions. The role emphasizes advisory services, long-term relationship building, and performance-driven targets.

The position is a 12-month contract via a third-party agency. It requires a Diploma or Degree and relevant sales experience; driving licence and PCIL certification are preferred. Travel may be required across Malaysia.