Wealth Planner

7 months ago

Petaling Jaya, Malaysia Worldlink Success Sdn Bhd Full time

We are recruiting to be a part of member of our agency.

As a matter of fact, joining us as a Wealth Planner, you are indeed an entrepreneur rather than an employee.

As an entrepreneur, we have many advantages such as time flexibility and lucrative income; The sky is the limit and you may earn an outstanding income at a very young age.

**What is PruVenture Programme (PV) ?**
- PV programme designed to support you as future leaders by giving monthly bridging income.
- PV Program are equipped with Daily Coaching, Weekly Progress Meeting, Product Knowledge Training and also mentoring by practitioners to support PV consultants be productive and achieve great results.
- All PV consultants will be developed well with special courses to become productive and high income managers in the future.

**Responsibilities**:

- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients.
- Customize financial plans according to clients' changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services.
- Find and approach prospective clients.
- Build strong relationships to retain existing clients.
- Maintain updated knowledge of regulations, practices and financial products.

**Job Requirement**:

- Young & Dynamic from age 22-35.
- Have a very high willingness to learn.
- Possess car or own transportation
- Proven experience as financial planner or similar role; experience in sales or customer service is an asset.
- Ability to analyze financial information and comply with regulations.
- Good ethics, with a customer-oriented attitude.
- Outstanding communication skills, with the ability to foster long-term relationships.
- Hands-on experience with multiple sales techniques (including cold calls).
- Ability to deliver engaging presentations.

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