Estate Planner & Wealth Planner

Details of the offer

Tired of being stuck in an office all the years in your life?
There's a better option my friend, join us for a flexible, high-paying role to meet your life goal where you'll meet new peoples around, find your life purpose, and truly enjoy life!
Welcome to know more about us:
Work flexibly, efficiency matters :)
High income where your effort truly matches your reward!
Top performers in our business can earn anywhere between RM200,000 and RM1,000,000 annually—all while working fewer than 20 hours a week.
Get ready to be amazed!
Ai Success Platform for business development and high net worth networking
As an added bonus, qualified candidates can opt into our Entrepreneur Development Training Program—valued at over RM 300,000 per year—which includes personalized coaching from seasoned entrepreneurs with 20+ years of business experience.
What we are looking for:
Candidates with the right attitudes, behaviors, good work ethics, optimistic mindset, and high ambition.
5 years & above working experience will be an added advantage.
No sales or marketing experience?
No worries!
We offer partnership positions where you'll start in a non-sales role for your first year—learn and grow while you earn!
Fresh graduates or no experience can apply as training and development will be provided.
Must understand and speak fluently in both Mandarin/Cantonese & English as we deal with Mandarin-speaking clients mostly.
Responsibilities:
Analyze clients' financial statuses (e.g.
income, expenses, and liabilities), provide advisory reports and consultation service.
Examine and suggest financial opportunities (e.g.
risk management plans, estate planning, debt cancellation, and tax saving).
Develop sound plans and budgets for clients.
Assist clients in implementing their plans and carrying out transactions.
Present and recommend suitable financial products and services.
Find and approach prospective clients.
Build strong relationships to retain existing clients.
Maintain updated knowledge of regulations, practices, and financial products.
Work with Mission, Serve with Passion
Life's too short to just wait for things to happen.
Are you looking for a career that's more exciting, challenging, and meaningful?
Do you want a role where you can meet people, add real value to their lives, and fulfill your own life's mission?
At Ai Success, we believe in empowering you to shape your career—and life—the way you've always envisioned.
If you're ready to serve others with passion and discover true purpose in your work, we invite you to explore more about us.
Build your career with us today!
Ai Success Advisory Sdn Bhd
27-2&M (2nd & Mezzanine Floor), Jalan PJU 5/21, The Strand, Kota Damansara.
47810, Petaling Jaya, Selangor.
FB Page: "Ai Success Advisory"
Your application will include the following questions:
What's your expected monthly basic salary?
Which of the following types of qualifications do you have?
How many years' experience do you have as a sales representative?
Which of the following languages are you fluent in?
Our goal is to provide each and every financial adviser under our wing with the superior support and resources needed to realize their full potential in the shortest possible timeframe.
Our financial advisers build and run their own business units and reap the benefits of doing so.
From day one, every adviser is given the autonomy to grow and manage their own clientele, develop their own operations, and innovate.
Instead of being at the mercy of fixed salaries and increments, our financial advisers enjoy growing remuneration as their business units evolve, with no limit to how much they can earn.
Our new financial advisers begin to build their businesses the moment they enter the industry, and those who are motivated often see rapid growth right from the beginning.
We empower our financial advisers no matter how new they might be by ensuring there are no hierarchical boundaries to hamper their development.
Support is readily obtained from all leaders regardless of their level of seniority, and corporate staff are on hand to assist each and every adviser.
Last but not least, we groom entrepreneurs, not workers.#J-18808-Ljbffr


Nominal Salary: To be agreed

Source: Whatjobs_Ppc

Job Function:

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