Aia Elite Pro Planner
4 weeks ago
**JOB DESCRIPTIONS**:
- Meet with clients to evaluate their financial needs and create comprehensive estimated expenses that meet their precise goals and objectives
- Offer advice and guidance to clients on various financial matters, such as investment, insurance, retirement planning, and estate planning
- Conduct financial analyses to determine clients' current financial status and make recommendations for improvement
- Monitor and review clients' investment portfolios to ensure they stay aligned with their goals and objectives
- Maintain strong relationships with clients to ensure their satisfaction and long-term loyalty
**JOB QUALIFICATIONS**:
- Bachelor's degree or diploma
- SPM leaver with a minimum of 2 years of work experience
- Malaysia citizenship with MyCard
- Strong communication and interpersonal skills
- Detail-oriented with excellent problem-solving skills
- Ability to work independently and in a team-oriented, agile environment
- Familiarity with related financial regulations and requirements
**BENEFITS**:
- Basic allowance from RM 3,000 to RM 9,000
- Commission up to 35%
- Quarterly and Yearly Bonus
- 5 Star Overseas trips to Asia, Europe and others
- Rewards, Cash Incentives and Recognition
- Fast and Guaranteed Promotion to Managerial Level
**Job Types**: Full-time, Fresh graduate
**Salary**: RM4,000.00 - RM15,000.00 per month
**Benefits**:
- Flexible schedule
- Opportunities for promotion
- Professional development
Schedule:
- Day shift
Supplemental pay types:
- Commission pay
- Performance bonus
- Yearly bonus
Application Question(s):
- on-site job training is in Klang. Applicants must live in Klang/Shah Alam
- Are you willing to do sales?
- Applicant who want to proceed need to take TBE exam as a certificate and have an iPad. Are you willing to spend on this?
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