Will & Estate Planning Consultant (Full-time / Part-time)

CK Partners; George Town; On-site; MYR 56,000 - 100,000; Full time

Benefits offered by this job

Flexible hours

Monthly bonus up to RM3,000

Commission-based earnings

Job summary

Will & Estate Planning Consultant in Penang is seeking a proactive new consultant to help families create wills, estate plans and financial protection. This role is commission-based with potential monthly bonus and flexible hours, ideal for graduates or career changers who enjoy talking to people.

You'll start with start-up training and mentor guidance, writing wills on our partner platform and following up with clients to build lasting relationships.

Qualifications

• Explain will-writing to families
• Write wills using our partner platform
• Assist clients with life and medical protection checks
• Follow up with clients independently
• Fresh graduates welcome; training provided

Responsibilities

• Explain will-writing to families
• Write wills using our partner platform
• Help clients check their life and medical protection
• Follow up with your own clients

Skills

People skills

English language

BM/Chinese language

Education

SPM or higher

Tools

Will-writing platform

Job description

Will & Estate Planning Consultant (Full-time / Part-time)

Will & Estate Planning Consultant with a licensed life insurance agency in George Town, Penang. Most Malaysian families have no will. You will help families put a will, estate plan and financial protection in place. Full-time or part-time.

Key responsibilities

Explain will-writing to families

Write wills using our partner platform

Help clients check their life and medical protection

Follow up with your own clients

About you

SPM and above

Speaks English, BM or Chinese

Likes talking to people

Fresh graduates welcome

Start-up training in will-writing, estate planning and CEILLI licensing exam preparation

Mentor with 13 years' experience in financial planning

Flexible hours

Commission from wills and protection plans

New consultant monthly basic bonus up to RM3,000, based on monthly target

Please note: this is a commission-based role with a licensed insurance agency, not a salaried position. The industry licensing exam is required before advising on insurance; we help you prepare.

CK Partners believe in professional, trust and creating values. Providing customer solution with lower their expenses up to 50% with the higher coverage. Established Since 2013. Providing risk profiling, financial health review, estate planning, savings, retirement planning, medical card solution, mortgage and financial solution

We are in the group of PBG (Prime Business Group), which had been established for more than 40 years of solid growth, has involved into a nationwide company comprises of dedicated individuals who are committed to the profession of helping people and they recognize and accept the challenges of marketing as a way of achieving High esteem in their chosen field.

We prize our customer relationship and we are constantly seeking to improve our service to work towards becoming an ideal firm that deliver superior value to our customers.

Today, PBG operates in whole Malaysia, Cambodia and Myamar. We are currently expanding to other states in both Peninsular and East Malaysia, even internationally expansion.

CK Partners believe in professional, trust and creating values. Providing customer solution with lower their expenses up to 50% with the higher coverage. Established Since 2013. Providing risk profiling, financial health review, estate planning, savings, retirement planning, medical card solution, mortgage and financial solution

We are in the group of PBG (Prime Business Group), which had been established for more than 40 years of solid growth, has involved into a nationwide company comprises of dedicated individuals who are committed to the profession of helping people and they recognize and accept the challenges of marketing as a way of achieving High esteem in their chosen field.

We prize our customer relationship and we are constantly seeking to improve our service to work towards becoming an ideal firm that deliver superior value to our customers.

Today, PBG operates in whole Malaysia, Cambodia and Myamar. We are currently expanding to other states in both Peninsular and East Malaysia, even internationally expansion.