Wealth Planner

6 days ago


Puchong, Malaysia 7D Cloud Advisory Full time

Benefits
- Achieve work life flexibility (in control of your working hours)
- Monthly basic allowance/bonus from RM2,000 to RM5,000 (For EDP Agents).
- Monthly basic allowance/bonus from RM8,000 to RM10,000 (For PruVenture Manager)
- Additional monetary incentive of RM200,000 Bonus up for grabs on first year income (For PruVenture Manager)
- High unlimited potential income (6 years of recurring commission)
- 5-star All-Expense-Paid holiday trips abroad on a yearly basis
- Comprehensive tried and tested training programmes backed by financial support like Elite Development Programme (EDP) and PruVenture to become a member of the Million Dollar Round Table (MDRT)
- Be a part of a High Performing Team
- Mentorship, coaching and close guidance from successful leaders to ensure your success in the career
- Fast track promotion and career progression with bright future (Performance Based)
- Opportunity to achieve financial freedom by building passive income with uncapped commission
- Retirement Gratuity Benefits

**Responsibilities**:

- Generate new leads by identifying potential prospects via multiple channels, both online and offline
- Assist in developing new strategies for acquiring new clients
- Advise appropriate products and services professionally by understanding the needs of clients and their financial status
- Prepare quotes on proposed coverage plans to prospects
- Establish strong rapport with current clients by maintaining a high level of after sales service and prompt response
- Maintain accurate records of both prospects and current clients
- Maintain an up-to-date knowledge of market conditions and regulations and how they will affect the insurance industry
- Attend both Prudential and agency meetings; Requirements:
- Possess at least a Diploma or Degree in any field
- Having Sales / Business background would be an added advantage
- Minimum 1-year working experience in any field
- Excellent communication skills to connect effectively with people of all backgrounds
- Self-motivated, proactive and accountable individual with soft skills
- Passionate, ambitious, willing to step out of your comfort zone and eager to learn
- Possess good ethics and professional
- Customer-oriented attitude
- Enjoy working in a fast-paced working environment
- A team player, ability to lead would be an added advantage
- Possess own transport
- Malaysian Citizen


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