Requirements

Minimum SPM/Diploma/Degree in any field
Excellent communication and interpersonal skills
Passion for financial planning and helping others
Self-motivated, ambitious, and goal-oriented
Experience in sales or finance is an advantage
Ability to work independently and in teams
Must be licensed or willing to undergo training (e.g. PCEIA/CEILI)
Responsibilities

Assess clients’ financial needs and goals
Offer suitable life insurance and investment solutions
Build and maintain long-term client relationships
Monitor and adjust client portfolios as needed
Participate in ongoing training and professional development
Meet individual and team sales goals
Benefits

Attractive commission and performance incentives
Flexible working hours
Comprehensive training and mentorship
Fast-track career development opportunities
Purposeful work in improving clients’ financial well-being
Company Trip
Team Building