This job is about helping clients with financial needs, building relationships, achieving sales goals, and providing professional advice. You might like this job because it offers attractive commission-based income, flexible working hours, and opportunities for career growth and recognition awards.
RM 4K - RM 15K
Full-Time
few days ago
Job DescriptionAs an Elite Life Planner, you will:
Advise Clients: Help clients understand their financial needs and recommend suitable life insurance and investment solutions.
Build Relationships: Cultivate and maintain long-term relationships with clients, focusing on trust and service excellence.
Achieve Sales Goals: Proactively achieve individual and team sales targets through effective prospecting and networking.
Expand Your Knowledge: Stay up-to-date with industry trends and product knowledge to provide professional advice.
Plan & Manage: Create personalized financial plans that ensure clients achieve their goals and are protected against unforeseen events.
Work Flexibly: Enjoy the freedom to work with a flexible schedule while managing your career growth.
What We Offer:Attractivecommission-based incomewith unlimited earning potential.
Comprehensivetraining programsto help you succeed.
Mentorship and support from an experienced team.
Opportunities forcareer growthandrecognition awards .
Flexible working hours with work-life balance.
A chance to make a meaningful impact on people's lives.
Job RequirementsWe are looking for someone who:
Has a Positive Attitude: Motivated, disciplined, and driven to succeed.
Is a People Person: Excellent communication and interpersonal skills to connect with clients.
Is Self-Driven: Thrives in a goal-oriented environment with a hunger for achievement.
Meets Minimum Qualifications:
At least a high school diploma or equivalent (Bachelor's degree is a bonus).
Fresh graduates are welcome; experience in sales or financial services is an advantage.
Holds Necessary Certifications: Must be willing to obtain required insurance certifications (training will be provided).
Is Tech-Savvy: Comfortable using digital tools for presentations and client management.
Has Local Language Proficiency: Fluency in English, Chinese, or Malay is preferred.
SkillsBanking Relationship Management
Interpersonal Communications
Company BenefitsCasual Dress CodeA relaxed dress code, like a semi-formal or business casual dress code, makes the work environment more comfortable and less stressful.
Professional Development OpportunitiesProviding access to courses, certifications, and workshops helps employees grow their skills and advance their careers.
Comfortable Office AmenitiesOur mini pantry includes a Nespresso machine, biscuits, and a fridge for your convenience. Stay refreshed and productive in our comfortable workspace.
Additional InfoCompany ActivityLast active - few hours ago
Experience Level1 - 3 Years of Experience
Junior Executive
Job SpecialisationCompany ProfileExcel One & Associates Sdn Bhd
Over 30 years ago, we set out with a clear mission: to provide financial solutions that truly matter, helping individuals and businesses make some of the most significant financial decisions in their lives. Since our founding, we've built a reputation for trust, privacy, and a deep understanding of our clients' needs.
Based in Mont Kiara, we specialize in holistic financial planning. We don't just focus on the present—we plan for the future. Our work involves risk management, succession planning, wealth distribution, accumulation, and asset protection, ensuring that our clients' financial goals are secure for the long term.
At the heart of our success are our people. Our associates hold top-tier qualifications, including RFP (Registered Financial Planner), ChFC (Chartered Financial Consultant), and Shariah RFP (Shariah Registered Financial Planner). Backed by one of Asia's largest financial institutions,AIA BHD,we offer a supportive environment where expertise and career growth go hand in hand.
If you're passionate about financial solutions and want to be part of a company that values expertise, trust, and long-term relationships, we'd love to hear from you!#J-18808-Ljbffr