Wealth Planner

4 days ago

Petaling Jaya, Malaysia RedRadar International Sdn Bhd Full time

**Startup Capital**: RM1,500 - RM10,000 (upon achieving sales targets)
**Working Hours**: 9:00 AM - 5:00 PM
**Working Days**: Monday - Friday (Flexible Time)
**Location**:SUITE 19-3 Level 19 Tower A Plaza 33 No 1 Jalan Kemajuan Seksyen 14 46200 Petaling Jaya Selangor
- Engage with clients to thoroughly understand their financial needs, goals, and concerns.
- Provide professional advice on suitable life insurance, takaful, and investment products tailored to individual needs.
- Design customized financial plans to help clients achieve their objectives.
- Build strong, long-term, and trusted relationships with clients.
- Effectively communicate the value of AIA's financial products and solutions to meet client needs.
- Deliver exceptional customer service to ensure satisfaction and loyalty.
- Identify and secure new leads through various channels, including TikTok (live and ads), Instagram, Facebook, referrals, and networking events.
- Organize and host seminars, workshops, or financial webinars to attract and educate potential clients on the importance of financial planning.
- Utilize creative digital marketing strategies to expand reach and influence.
- Provide follow-up services, including claim management, policy reviews, and necessary amendments.
- Act as the primary contact for clients, addressing any queries or additional needs.
- Adhere to all company compliance standards, industry regulations, and established guidelines.
- Prepare daily sales reports using tools like ALPA Apps and MIRADS System to monitor performance and track goals.
- Plan and follow a structured sales schedule (weekly, monthly, and yearly), including strategizing to meet individual and agency targets.

**Job Types**: Full-time, Part-time, Freelance

Pay: RM1,000.00 - RM10,000.00 per month

Expected hours: No less than 10 per week

**Benefits**:

- Flexible schedule
- Opportunities for promotion
- Professional development
- Work from home

Schedule:

- Day shift
- Monday to Friday

Supplemental Pay:

- Commission pay
- Performance bonus

Work Location: In person

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