Wealth Planner

Position : Wealth Planner
Company : 5Star2U Sdn Bhd
Contract : Full Time

Salary : RM3,000.0 - RM5,000.0 Per Month

Location : Petaling Jaya, Selangor
Postcode : 46300

Posting Date : 21 Nov 2022
Closing Date : 05 Jan 2023

Academic Qualification :
Language Requirement : EN,MS,ZH,TA

Job Responsibility

• Meet personally with clients to assess their financial situation to present right and suitable financial plan
• Develop and reaching out to potential prospective clients and building a strong customer base
• Communicate and follow up with clients on plans and modifications on the policy
• Explain the features of various policies
• Identifying and evaluate new financial strategies and recomment in goals and plan
• Analyze clients 's current insurance policies and suggest additions or changes
• Customize insurance programs to suit individual clients
• Handle policy renewals
• Help policyholders settle claims.

Job Requirements

• Fresh graduate with minimum Diploma or SPM with minimum 2 years of working experience in any fields
• Required language(s): Bahasa Malaysia, English and Mandarin (is an added advantage)
• Own transportation
• Must have tablet/smartphone/laptop for work used
• No experience is needed but candidates with sales, marketing and finance knowledge would be an advantage
• Good interpersonal and communication, sociable, responsible and high integrity, strong drive and desire to success, independent positive attitude
• Entrepreneur Mindset

Job Benifits

• Monthly fix allowance RM3000 to RM5,000 + Unlimited Commissions
• Monthly and quarterly rewards up to RM3000
• Monthly, quarterly and Annually Sales Award
• Additional Incentives and gift
• Flexible working time/working place
• Overseas Trip this year is Chiang Mai, Tokyo and London
• Full training provided

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