Estate Planner
RM 3,000 - RM 8,000 (++ Commission)
Petaling Jaya
Requirements
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Age between 26 to 42.
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Minimum Current Salary RM3,000
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Prior Sales and Marketing , Event manager , Unit Trust Agent , Relationship Manager experience is preferred and will have an added advantage
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Individual who want BIG changes in LIFE , High self discipline and committed to work , ambitious , responsible ,coachable and have very big dreams.
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Candidate with experience of Facebook Advertising and social media marketing , Tik Tok , IG are preferred
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Results-driven Attitude with No time for stories and excuses
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Candidate must possess at least SPM and above in any field.
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Required language(s): English, Mandarin and Bahasa Melayu.
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Able to work independently and possess good interpersonal communication skills ,Self-confident and able to communicate well.
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Possess own transport and good in virtual meeting
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Need to provide EA Form and latest salary slip
Roles & Responsibilities
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To provide solution and recommendation based on client financial goals.
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To provide process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life, in the event the person becomes incapacitated and after death.
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To provide each individuals and families Will and Trust (wealth distribution) Planning to ensure their wishes come true
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To promote and assist clients on their financial planning and investment.
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To provide insurance & takaful , Will planning and services for clients to fulfil their financial needs, stability and security.
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Review on client financial portfolio.
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Achieving personal and team sales target.
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Will be trained in various roles on HR , Sales , Management and Training .
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Performers will be groomed for Top Management posts .
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Building strong customer relationship.
Company Overview
JCA TRUE WEALTH BUILDER PLT is a Financial Consultant company established in Kuala Lumpur, Malaysia.
Founded by James Chui in 2015 and he continues to bring his entrepreneurial drive and passion to the business along with his experienced leadership team and a team of dedicated individuals with difference experience, expertise and the passion to empower everyone to be at his or her best.
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JCA is built upon equal opportunity, proven system , culture and the conviction that everyone can be successful with proper coaching. Capable of delivering a highly motivated working environment and drive the team to obtain the best performance and delivering superior customer experiences. As such our JCA company’s tagline is “Together We Create Legacy ”.
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Visit our website - https://teamjcakltop.wixsite.com/website
Benefits
Allowance
YES
Annual Leave ( Yearly )
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YES
Bonus
YES
Others
YES