Ampang Jaya - Financial Planner
VLC Elite Wealth Solutions Plt Ampang Jaya Full-time
- Education & Qualifications
- Minimum SPM / Diploma / Degree in any field
- Fresh graduates are encouraged to apply
- Financial certifications (e.g., PCEIA, CEILI, TBE, CFP, RFP) are an added advantage
- Skills & Competencies
- Strong communication and interpersonal skills
- Passionate about helping others plan their financial future
- Sales-driven with high self-motivation and discipline
- Good analytical thinking and problem-solving ability
- Tech-savvy with the ability to adapt to digital tools and CRM platforms
- Experience (Preferred but Not Mandatory)
- Background in insurance, banking, finance, or sales is a plus
- Experience in client relationship management or financial consulting is advantageous
- Personal Traits
- Positive attitude and growth mindset
- Eager to learn and open to continuous personal development
- Able to work independently and as part of a team
- Professional appearance and conduct
- Sensible, tactful, and emotionally intelligent when dealing with clients
- Strong sense of urgency and responsibility in following up with clients and tasks
- Language Proficiency
- Proficiency in English, Bahasa Malaysia, and Mandarin (spoken and written) is preferred to serve a diverse client base
- Transportation
- Must possess own transport and be willing to travel for appointments and client meetings
- Client Consultation & Financial Needs Analysis
- Conduct detailed financial assessments for clients to understand their goals, needs, and risk tolerance
- Provide expert advice on suitable insurance products, retirement planning, wealth management, estate planning, and investment options
- Develop customized financial plans that address the specific needs and aspirations of each client
- Sales & Business Development
- Generate leads through networking, referrals, and prospecting
- Conduct presentations and meetings with potential clients to discuss financial planning solutions
- Drive sales and achieve personal and team targets
- Build and maintain a pipeline of prospective clients, ensuring regular follow-ups and timely closures
- Client Relationship Management
- Foster long-term relationships with clients, ensuring their ongoing satisfaction and trust
- Provide ongoing support and advice to clients, especially during life changes (e.g., marriage, retirement, children, etc.)
- Regularly review clients’ financial portfolios and adjust strategies as needed to keep them on track with their goals
- Financial Product & Market Knowledge
- Stay updated on the latest financial products, market trends, and regulatory changes
- Continuously upgrade knowledge and certifications to provide clients with relevant and up-to-date financial solutions
- Documentation & Administrative Duties
- Complete and maintain accurate client records and documentation in compliance with industry regulations
- Ensure all policies, contracts, and documentation are processed efficiently and accurately
- Collaborate with internal teams to manage client queries, claims, and policy adjustments
- Achieving Sales Targets & KPIs
- Meet and exceed monthly, quarterly, and annual sales targets set by the company
- Actively monitor personal performance, ensuring consistent growth and achievement of business objectives
- Collaboration & Team Support
- Work closely with other team members and management to share best practices and achieve agency goals
- Participate in team meetings, training, and development sessions to enhance individual and team performance
- Flexible working hours
- Yearly company trips
- Incentive/bonus program
- Staff discount & perks
- Mentor mentee program
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