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Financial Planning Specialist

2 weeks ago

Kuala Lumpur, Kuala Lumpur, Malaysia DNA Malaysia Full time

At DNA Malaysia, we are dedicated to providing comprehensive financial advisory services to our clients. As an Insurance Financial Advisor, you will play a vital role in helping individuals and households achieve their financial goals.

The ideal candidate should possess excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships. Knowledge of finance is a plus, but not essential. What's more important is your passion for assisting clients at different stages of life.

This is a full-time opportunity that involves assessing clients' financial needs, recommending suitable insurance products, and managing client portfolios. You will work closely with our team to provide ongoing financial guidance and support to our clients.

We offer a systematic and successful training program under the AIA Elite Scheme, as well as one-to-one coaching and team assistance. If you're passionate about delivering exceptional customer service and have a drive to succeed, we'd love to hear from you