Financial Advisor / Wealth Planner

Kuala Lumpur, Malaysia

Job Description


JOB DESCRIPTION: To carry out marketing and sales strategies and activities to increase sales revenue of our financial planning products such as medical plans, life protection plans, education plans, savings, and investment plans. Generate new business via diverse sources such as networking, social media, cold calling, promotional booths, and referrals by contacting potential customers and selling one or more types of policies and certificates. To understand and provide Sound Financial Recommendations & Solutions to ensure clients meet their financial goals. Develop marketing strategies and promote all types of products and plans offered to existing and new potential clients. Monitor clients\' claims and assist clients with any inquiries related to their policies & certificates. To establish and nurture good relationships with new and existing clients. Review existing policies and certificates to ensure new prospects and clients fully understand the coverage they own. INCOME : Part-time - RM 3,500 + commissions Full-time - RM 15,000+ commissions WHAT WE ARE OFFERING Access to our AIA Elite Academy training & resources. Financial scheme support Bonus Flexible working hours Overseas trip Individual & group training provided Progression to Unit Manager in 2 years and build your team. WHY THIS IS FOR YOU AIA is the TOP and leading Insurance Company that equips you with the finest digital tools, skills, and knowledge to help you grow in this business. Opportunity to build your own business at almost zero cost, and you can inherit this business to your family members. Flexible working hours and a place to work. Generating million-dollar income(high-income salary package) 5-star overseas trip. Individual recognition (no one can take credit for your achievement) Bonus Access to our AIA Elite Academy training & resources. Upgrading your lifestyle Expanding your knowledge Enhancing your PR skills CRITERIA / MINIMUM REQUIREMENT: Malaysian ONLY & willing to work in the KL & Selangor area. Qualification: SPM, Diploma, Degree, and above. Experience in Public Relations, Communication, Digital Marketing, Sales & Marketing, Banking, Insurance, Takaful, UnitTrust, Asset Management, Property, Risk Management, Education Consultant (Teacher / Lecturer), Healthcare / Medical Consultant, Pharmacist, Engineer, Business Owner, Influencer, and Cabin Crew. Any other fields or those without experience are also encouraged to apply as we provide comprehensive training under AIA ELITE ACADEMY. Open to those who wish to start afresh (from another company). Open to those who are holding TBE / PCE / CEILLI / PCEIA. Positive attitude & willing to take up challenges. Goal-oriented, disciplined, self-motivated & high integrity. Willing to work under the group training system. Teachable and willing to learn.

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Job Detail

  • Job Id
    JD1025314
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Kuala Lumpur, Malaysia
  • Education
    Not mentioned