Job Description

Number of openings: 10 pax

Hybrid work arrangement: Candidates are allowed to work from office or from home.

Working Days & Hours:

Working Hours: Flexible hours Work Days: Monday to Friday only

Job Requirements:

A minimum of a Bachelor's degree (preferred) or equivalent professional experience. Proven experience in sales, finance, or a related field (or a strong desire to build a career in finance). Relevant financial certifications or licenses are an advantage. Exceptional communication, presentation, and interpersonal skills. High level of professionalism and integrity. Self-motivated, goal-oriented, and able to work independently to achieve targets.

Job Scopes:

Comprehensive Client Needs Analysis:

Conduct detailed consultations to understand clients' financial goals, current assets, and risk tolerance across their lifecycle.

Risk Management & Protection:

Recommend, promote, and implement insurance solutions (Life, Health, Critical Illness) to protect clients' income and wealth.

Wealth Accumulation Strategy:

Advise clients on disciplined savings and investment plans to build capital and achieve long-term financial objectives.

Generational Wealth Planning:

Introduce and structure estate planning concepts (e.g., wills, trusts) to ensure efficient and desired wealth transfer.

Relationship Management & Review:

Proactively manage a client portfolio, ensuring continuous support, plan reviews, and seeking client referrals.

Benefits & Remunerations:

Start- up allowance from AIA for 18 months: RM 3,500 to RM 15,000 Yearly efforts are rewarded up to 6 years in commission payout Performance-based bonus & incentives Training & supervision Personal development Complete digital ecosystem * Opportunity for oversea trips