Islamic wealth planner

9 hours ago

Petaling Jaya, Selangor, Malaysia iDea Wealth Group Full time

JOB DESCRIPTIONS

Greetings from Idea Wealth Agency Group *This is a sales and business related role*

We are looking for young and dynamic individuals who enjoy meeting people and making new friends. If you feel that you are the one, then you are the right person for us

At  Idea Wealth, our mission is to create a secure future by exceeding the needs and expectations of the ones we serve. We thrive to build a winning team who enjoy working together through hard work with family oriented values and integrity, so we can build our dreams together.

Idea Wealth is a boutique agency providing full spectrum of Prudential Assurance (M) Berhad and PruBSN Takaful Berhad products. We are an established business with a rich 19 years history, and yet we run ourselves like a start up. As we are constantly evolving, we are also open to new ideas and collaborations. We pride ourselves in modernising insurance sales and client service by providing our team with best support and training.

Whether your career ambitions are to run a business or become a career sales associate, let usassure you, with our system and structure, your success is guaranteed

Come discover for yourself and build your dreams with Idea Wealth

RESPONSIBILITIES

  • Build client base through a systematic and structural way.
  • Determine clients' needs and financial situations by scheduling fact-finding appointments, determining the extent of present coverage and investments; ascertaining long-term goals.
  • Provide continuing service by creating an exceptional client experience with every interaction.
  • Partner with senior associates to build team value.
  • Full support and training on products and skills will be provided.

REQUIREMENTS

  • Minimum Certificate, Diploma, Degree
  • Preferable language in English, Bahasa Malaysia, Mandarin is an advantage
  • Driving License
  • Coachable / Willingness to learn new things

BENEFITS

  • Cash bonus
  • Incentive Trips
  • Career Advancement
  • Recognition
  • Unlimited Income Potential

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