Wealth Planner
7 days ago
**Responsibilities**:
- To provide retirement planning, insurance and investment planning with right financial product for clients.
- Responsible to manage and develop new sales leads and business opportunities.
- Work at own flexible timing. Must able to attend trainings and weekly team meeting.
- To service clients and provide support for after sales.
**Requirements**:
- Full timer or part timer are welcomed.
- Sales and result oriented. Able to work with sales target.
- Rewarding commission and performance bonus will be rewarded with good career advancement opportunities.
- Possess personal values of integrity, helpful, coachable, competitive, and ethical character.
- Great working attitude: proactive with strong energy drive. Highly self-motivated, highly sales target driven and results oriented.
- Self-discipline with excellent communication and interpersonal skills.
**Important: Please include a profile photo in CV.**
**Job Types**: Full-time, Part-time, Freelance
**Salary**: RM2,400.00 - RM5,800.00 per month
**Benefits**:
- Flexible schedule
- Opportunities for promotion
- Professional development
Schedule:
- Monday to Friday
- Weekend jobs
Supplemental pay types:
- Commission pay
- Performance bonus
- Retention bonus
- Yearly bonus
**Education**:
- Diploma/Advanced Diploma (required)
**Language**:
- English (preferred)
-
Prudential Wealth Planner Fresh Graduates
1 week ago
Shah Alam, Malaysia GREEN MAN EMPIRE Full time**PRUDENTIAL (Elite Wealth Planner) - **_Fresh graduates are welcome to apply_ - Gaji_**: Elaun RM2,000.00 - RM5,000.00 per month (4-8 closed cases) +komisen** Jadual**: 5 working day / Flexible hours** Lokasi**: Mercu Maybank, I City, Seksyen 7, Shah Alam** **Diploma Degree Fresh Graduate digalakkan memohon** kami menawarkan Program Gen-Z untuk membawa...
-
Administrative Assistant
2 weeks ago
Shah Alam, Malaysia ALLBRIGHT WEALTH PLANNER SDN BHD Full timeResponsibilities - Handle and coordinate active tasks. - Ensure file organization based on office protocol. - Carry out clerical duties, including answering phones and preparing documents for clients. - Processing and updating new client records. - Provide ad hoc support around office as needed and office administrative works **Qualifications**: -...
-
Administrative Assistant
1 week ago
Shah Alam, Selangor, Malaysia ALLBRIGHT WEALTH PLANNER SDN BHD Full timeResponsibilities Handle and coordinate active tasks. Ensure file organization based on office protocol. Carry out clerical duties, including answering phones and preparing documents for clients. Processing and updating new client records. Provide ad hoc support around office as needed and office administrative worksQualifications: Bachelor's degree or...
-
Case Management Executive
2 weeks ago
Shah Alam, Malaysia Blueprint Planning Sdn Bhd Full time**About Us** Blueprint Planning is a leading financial planning specialist that is committed to helping our clients realize their financial aspirations. We provide tailored and holistic financial planning services to our clients both in Malaysia and abroad. Our financial advisors have the knowledge and experience to assist our clients in a wide range of...
-
Financial Wealth Planner
2 months ago
Shah Alam, Malaysia FTW Advisory Full time**Responsibilities**: - To provide retirement planning, insurance and investment planning with right financial product for clients. - Responsible to manage and develop new sales leads and business opportunities. - Work at own flexible timing. Must able to attend trainings and weekly team meeting. - To service clients and provide support for after...
-
Intern Wealth Planner
3 weeks ago
Shah Alam, Malaysia FTW Advisory Full time**Responsibilities**: - To provide retirement planning, insurance and investment planning with right financial product for clients. - Responsible to manage and develop new sales leads and business opportunities. - Work at own flexible timing. Must able to attend trainings and weekly team meeting. - To service clients and provide support for after...
-
Intern Wealth Planner
3 weeks ago
Shah Alam, Malaysia FTW Advisory Full time**Responsibilities**: - To provide retirement planning, insurance and investment planning with right financial product for clients. - Responsible to manage and develop new sales leads and business opportunities. - Work at own flexible timing. Must able to attend trainings and weekly team meeting. - To service clients and provide support for after...
-
Financial Wealth Planner
1 week ago
Shah Alam, Selangor, Malaysia FTW Advisory Full timeResponsibilities: To provide retirement planning, insurance and investment planning with right financial product for clients. Responsible to manage and develop new sales leads and business opportunities. Work at own flexible timing. Must able to attend trainings and weekly team meeting. To service clients and provide support for after sales.Requirements:...
-
Business Support Executive
2 weeks ago
Shah Alam, Malaysia Blueprint Planning Sdn Bhd Full time**About Us** Blueprint Planning is a leading financial planning specialist that is committed to helping our clients realize their financial aspirations. We provide tailored and holistic financial planning services to our clients both in Malaysia and abroad. Our financial advisors have the knowledge and experience to assist our clients in a wide range of...
-
Prudential Bsn Takaful Advisor
3 weeks ago
Shah Alam, Malaysia Zulmona Resources (Agency) Full timeEducation - Minimum SPM but Diploma and above are preferred - All applicants will need to go through interviews Experience - Minimum 1 year working experience but Fresh Graduates can apply - Training provided by agency and company - Sharing awareness and do sales in takaful products - Servicing client's needs and claims with the assistance from Prudential -...
-
Prudential Bsn Takaful Advisor
3 weeks ago
Setia Alam, Malaysia Zulmona Resources (Agency) Full timeEducation - Minimum SPM but Diploma and above are preferred - All applicants will need to go through interviews Experience - Minimum 1 year working experience but Fresh Graduates can apply - Training provided by agency and company - Sharing awareness and do sales in takaful products - Servicing client's needs and claims with the assistance from Prudential -...
-
Takaful Sales Advisor
2 weeks ago
Setia Alam, Malaysia Takaful Ikhlas Berhad Full timeTAKAFUL IKHLAS WEALTH PLANNER Job Type : Full-time/ Part-Time/ Internship (Open to Malaysian Citizen) Salary : RM2,000.00 - RM5,000.00 per month Schedule : 5 working day / Flexible hours Location : Hijjaz Creative Agency, Meru 41050 Klang, Selangor Responsibilities: - Call potential prospect to get face to face appointment - Explain the features of...