company-logo-image

ELITE WEALTH PLANNER ( LIFE/ TAKAFUL)

HPT & Associates
ashley-avatar-image

AI-generated summary

beta
speech-bubble-tail-image

Oops, looks like Ashley forgot to summarize this job! We apologize for the inconvenience. Please read the complete Job Description for full details and additional information.

RM 3000 - RM 9000

Pulau, Perai, BM, Kulim,

Full-Time

Job Description

  • Prospecting for new clients & maintaining on-going relationship with 
    existing clients. 
  • Assess clients financial situations, understand their needs to design an appropriate financial plan.
  • Engage & involve thru Event & Booth Promotion.
  • Attending Training & Coaching.
  • Prepare Career Path to be Leaders/ Managers/MDRT achievers


Job Requirements

Elite Wealth Planner for Life or Takaful
  • Must possess at least  Diploma/ Degree in any related field or equivalent. 
  • Min. 2 yr work experience, prefer Sales & Marketing. 
  • Good P.R., Communication Skills, Basic Calculation, Tactful Negotiation,  Time Management. 
  • Proficient in English, Bahasa, Mandarin
  • BUSINESS MINDED people welcome.

1.ELITE :
  • Degree holders
  • Diploma  with 2-yr work experience
  • Financial service related : Credit cards, Mortgage, Unit Trust, Loans
  • Age : 25 to 40
  • Allowance : RM2,000 to RM3,000*+ Commn + Bonuses +Oth. Incentives

2.ELITE PRO ; 
  • Degree & above; 3-yr work experience
  • Diploma & above : 5-yr work experience 
  • Age : 25 to 45
  • Allowances : Rm4,000/Rm5,000/Rm7,000/Rm9,000 + Bonuses + Oth. Incentives
  • Potential Extras Reward of RM1 Mil + RM 1 Mil Special Rewards ; T& Cs.



Company Benefits

EPL & EPL PRO

Another 12 - 18mths for candidates meeting EPL requirmts. RM 3,000/ 4,000/ 5,000, T&C apply Addn. Bonus helping to build your unit team.

Double Million Special Rewards.

Service within 10 yrs. Achieve MDRT X5 times + COT ONCE =>1st RM1,000,000.00 Promoted to DM : Another Rm 1,000,000.00

Latest Technology Support

ALifePlannerPortal ALifePlannerApp. I-POS I-Serve I-Learn E-Recruiter App

Awards & Recognitions

Agency Level , Regional & Nationwide Quarterly Challenge Rewards MDRT being worldwide recognition in the industry.

FREE Annual Conventions

RISING STAR - Krabi, Thailand STAR Convention - Tokyo, Japan Summit Convention- Zegrab, Croatia. Presidential - Moscow, Russia.

Commissions + Bonuses

1 yr business bring U 6 to 20 yrs Commn+ Renewal incomes. Production Bonuses up to 16;11;11% BSC Bonus up to 150% Centennial Bonuses.


Additional Info

Experience Level

0 - 3 Years of Experience

Job Specialisation

Business Development, General Sales, Key Account / Relationship Management


Company Profile

HPT & Associates-logo-image

HPT & Associates

WE are an expanding RISK MANAGEMENT & FINANCIAL PLANNING  Agency of  Pan-Asia AIA Group, established over 15 yrs ago, located at Taman Inderawasih, PERAI, PENANG.
As a fast-growing industry player with an expansion plan in the near future, we provide excellent opportunities to people looking for OPPORTUNITIES, CHALLENGES & REWARDS!
If you are pro-active, forward-thinking, sociable, with a DREAM & DESIRE TO SUCCESS, consider being an AIA-ELITE ACADEMY TEAM member with HPT& ASSOCIATES!

Does your job providing U :
  • Attractive Growing Income & Bonuses?
  • FREE Annual Overseas Trips? *
  • Career Satisfaction & Recognition?
  • Personal Growth & Promotion?
  • Service & Contribution to Society?

Annual Conventions
Up to 6 Overseas Convention Trips in a Yr.
Rising Star - SIEM REAP, Cambodia
Star - DUBAI, UAE
Summit - PARIS, France
Presidential - MOSCOW, Russia
Supreme - BARCELONA, Spain
Quarterly Challenges : Very, updated fr time to time!

We provide U a CHALLENGING, yet REWARDING CAREER :
GUARANTEE Your Income Growing 2-fold in 3-Yrs time! RM200,000 ++
We have the STRATEGY & SKILLS !!!




company-logo-image

ELITE WEALTH PLANNER ( LIFE/ TAKAFUL)

HPT & Associates

RM 3000 - RM 9000

Pulau, Perai, BM, Kulim,

Full-Time

This job is no longer available