Deskripsi Pekerjaan
Are you passionate about empowering individuals and families to achieve their financial aspirations? Do you possess an entrepreneurial spirit and a genuine desire to make a meaningful difference in people's lives?
We are actively seeking dynamic and driven individuals to join our team as an AIA Wealth Planner in the vibrant city of Melaka. This is an exceptional opportunity to embark on a fulfilling career within the flourishing financial services sector, where you will guide clients towards securing their financial futures through expert planning and personalized solutions.
As an AIA Wealth Planner, you will be at the forefront of client engagement, responsible for understanding their unique financial circumstances, goals, and risk appetites. Leveraging AIA's extensive suite of innovative products and services – encompassing life insurance, wealth protection, investment strategies, and retirement planning – you will craft bespoke financial roadmaps that cater to their specific needs. Building and nurturing long-term relationships founded on trust, transparency, and professional integrity will be key to your success.
This role is ideal for individuals who thrive in a challenging yet supportive environment. You will benefit from a highly competitive monthly salary ranging from RM 3,800 to RM 4,900, supplemented by attractive commission structures that reward your achievements. Furthermore, we are committed to your professional development, offering comprehensive training programs, ongoing mentorship, and access to cutting-edge tools and resources. Whether you are a seasoned financial professional looking for a new challenge or an ambitious individual eager to launch a career in wealth management, we provide the robust platform and continuous support needed for you to grow into an industry leader. Join our dedicated team in Melaka and contribute to a culture that champions client success, innovation, and personal growth.
Tanggung Jawab
- Proactively identify and engage with potential clients to understand their financial needs and objectives.
- Conduct comprehensive financial needs analysis and provide tailored advice on insurance, investment, and wealth management solutions.
- Develop and present customized financial plans that align with clients' short-term and long-term goals.
- Build and maintain strong, trust-based relationships with clients through regular follow-ups and excellent service.
- Stay updated with market trends, product knowledge, and relevant financial regulations to offer informed advice.
- Achieve sales targets and key performance indicators (KPIs) set by the agency/company.
- Participate in ongoing training and professional development sessions to enhance expertise.
- Ensure all client interactions and transactions comply with industry standards and ethical guidelines.
Kualifikasi
- Minimum Diploma or Bachelor's Degree in Business, Finance, Economics, or a related field.
- Proven sales experience, preferably in banking, financial services, or direct sales. Fresh graduates with a strong passion for finance are also encouraged to apply.
- Excellent communication, interpersonal, and presentation skills.
- Strong analytical and problem-solving abilities to assess client needs effectively.
- Self-motivated, results-oriented, and able to work independently as well as part of a team.
- High level of integrity and professionalism.
- Possess relevant financial licenses (e.g., FIMM, PCE, CEILI) or willingness to obtain them.
- Residing in or willing to relocate to Melaka.