Mortgage cum Insurance / Takaful Planner job vacancy, jawatan kosong in Petaling Jaya at Power Wealth Consultancy Sdn Bhd (950541-T) - 14 October 2024 | Jobstore.com

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Jobs in Malaysia   »   Jobs in Petaling Jaya   »   Finance / Banking / Insurance jobs   »   Mortgage cum Insurance / Takaful Planner
Banner for Mortgage cum Insurance / Takaful Planner job by Power Wealth Consultancy Sdn Bhd (950541-T)

Mortgage cum Insurance / Takaful Planner

Petaling Jaya, Selangor, MY

Job Description:

• Prospecting, acquiring new and review existing clients by becoming a trusted Premier Adviser to them. Regularly reviewing to identify cross selling opportunities and embed client loyalty by fulfilling their Financial Planning (Life Protection, Health Protection, Income Protection, Saving and Investment Plan)

• Ensuring the constant update to customers on Insurance’s new principal products and services to fulfil customer needs

• Mastering of your products well and remain aware with the details of your new policies available for all clients

• Responsible for achieving Individual Sales Target given

• Proactively and consistently analysis / reviewing customers’ needs to offer various financial solutions and build strong customer relationship to retain and grow the customer’s wealth

Requirement:

• SPM, Diploma, Degree or above

• Age in between 25 to 45 years old

• Owned “PCE+CEILI” or “PCIL” certificate or “TBE” certificate

• Good in Communication in English, Bahasa and Chinese

• Our business platform able to support you from wherever you are.

• If you have sales and marketing experience even highly encouraged to apply (Any industry is welcome)

• Preferable with At least 3 year(s) of working experience.

• Fresh Graduates are welcome to apply too

• Whose desire TO BE YOUR OWN BOSS

• Pleasant personality and sociable people

• Able to build good rapport with client by providing top notch services to the client

• Looked forward to work in a young, vibrant, and fun culture.

• Own Transport

• Entrepreneurship Mindset

• Aspire to be a Leader / To be your own boss

• Able to work independently to drive performance

• Self-Motivated and Desire to Succeed

Perks & Benefits

• Monthly Commission and Bonus Payout from RM4,000 to RM15,000

• Incentive trips to overseas countries fully sponsored by company

• Fully Digital support and Job Training Provided

• Professional Career with 1-1 Coaching


Job Location
Suite 21-7, Level 21, Tower A, Plaza 33,
Click to view the location on Google maps

Company Overview

Power Wealth Consultancy is an accredited agency of AIA Bhd / AIA Public Takaful Bhd. We've been in this financial planning industry for about 20 years since 2001, with the vision "to be the preferred choice of Life Planners and Customers in Malaysia".

We are specializing in:

Individual Life

Family Takaful

Mortgage & SME Loan Advisory

Estate Planning

PRS & Fund Investment

General Insurance: Motor & Non-Motor Coverage  

We make it the financial solution in an innovative way to customers. This modernism has led us to continuously be rewarded with LIFETIME MDRT Awards (Million Dollar Round Table) and STAR MDA (Million Dollar Agency).

Our Mission:

- To develop a well-structured management system that every life planner can follow and duplicate

- To enhance the quality and professionalism of life planners through continuous education and performance management

- To maximize market potential through advance technology and business strategy 

We are the established group of Life and Takaful Planner.

Read more
Company Summary
Power Wealth Consultancy Sdn Bhd (950541-T) company logo
Power Wealth Consultancy Sdn Bhd (950541-T)
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11-25 employees
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Insurance / Pension Funding
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