Wealth Planner

3 days ago

Kuala Lumpur, Malaysia The HOPE Group Full time

What does Senior Wealth Manager do?
Senior Wealth Manager develops relationships with potential customers to help them solve financial issues. They describe and explain different types of solutions to customers, offering recommendations on which options to choose.

Senior Wealth Managers duties and responsibilities:
- SWM use strongly developed interpersonal skills to increase the number of insurance policies an agency sells. SWM have the following responsibilities:

- Promote the insurance agency to customers who need insurance
- Network with potential customers
- Educate customers on each type of insurance coverage and make recommendations based on their needs
- Evaluate current insurance policies and recommend additional coverage when needed
- Maintain all insurance documents in a confidential way
*Recruitment

Senior Wealth Managers skills and qualifications:
- A valid state-issued insurance license
- Strong sales skills to meet sales goals, increase your customer base and cross-sell related insurance packages
- Excellent written and verbal communication skills
- Outstanding customer service skills
- Analytical skills and the ability to quickly add, subtract, divide and multiply percentages
- Patience and persistence; Insurance Agents may need to wait until potential customers are ready to renew their package or until their insurance needs to be changed
- Positive attitude, empathy and enthusiasm
- In-depth knowledge of different types of insurance plans (e.g., Life, medical, investment, saving, group )
- Strong computer skills and ability to use various software
- Ability to work with limited supervision
- Goal-oriented with a focus on achieving sales objectives

Senior Wealth Manager salary expectations and rewards:
- Bridging Fixed Monthly salary between 5k to 10k excluding commission and yearly production bonus.
- 5 star expense all-paid oversea trips for Starclub Qualifiers
- MDRT Recognition
- Nationwide 5 star Platform Recognition annually for TOP 10 Agents.

Senior Wealth Manager education and training requirements:
- A minimum of Pass SPM is required as a standard requirement under LIAM.
Additionally, SWM need to complete requirements and pass exams for each type of insurance they want to sell, such as life, health, property and casualty insurance. Continuing education is also required to maintain an insurance license.

**Job Types**: Full-time, Part-time
Part-time hours: 30 per week

**Salary**: From RM5,000.00 per month

**Benefits**:

- Work from home

Schedule:

- Day shift
- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus
- Retention bonus
- Yearly bonus

Ability to commute/relocate:

- Kuala Lumpur: Reliably commute or planning to relocate before starting work (preferred)

**Education**:

- STM/STPM (required)

**Experience**:

- Sales: 1 year (required)

**Language**:

- English (required)

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