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Wealth Management Advisor / Team Leader

Lifestyle Planners
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RM 3000 - RM 9000

Shamelin Business Center

Full-Time

Job Description

We believe that we are able to enhance your skill sets, provide career progression and form you to be a valuable addition to AIA Bhd. We have the role of  Wealth Management Adviser and Team Leader (Sales and Team Management) to offer. This year, AIA Malaysia have invested 200 million into an Elite Scheme for new recruitment to build young leaders. However, the slot for this position is limited and candidates are selected through strict stages. There are numerous success stories that we have guided and launched individuals into success.

  • Identify clients' need and financial problems and provide solution with financial products; Eg: mortgage, insurance, investment, saving and retirement plan
  • Achieve personal goals / activities every week and every month to meet certain minimum targets
  • Service client in term of claims or any inquiries about financial inquiries
  • Liaise between customers and internal stakeholders
  • High in productivity while maintaining customer service quality
  • Attending compulsory company meetings and trainings

Job Requirements

  • Remuneration packages & working nature:
  • Salary Range is depending on Qualification, Education, Minimum Targets and Final interview.
  • Diploma-  RM3xxx + Commission 
  • Degree - RM7xxx - RM 9xxx + Commission 
  • Working days: 5 days
  • Working hours: : 0830 - 1730 hours
  • Work Location: AIA Shamelin Business Centre, CSL Agency, Suite 9.02 Jalan 4/91, Taman Shamelin Perkasa, 56100, Kuala Lumpur

Perks & Benefits:
  • Commission from cases up to 6 years
  • 3 Year Bonus
  • Quarterly Cash Incentives
  • Yearly end Incentive Trips
  • Quarterly Incentive Trips
  • 2 Years progression training to become Unit Manager 


Why should you join us?
  • We have the best Elite Scheme Program in the current market to help quality candidate to earn high and long term income
  • Best in class training and industry leading tools to build our new recruitments
  • Support by One of a kind remuneration scheme until become manager
  • Shaping leaders of their own elite teams and running a successful and suitable million dollar business 
  • One on One coaching system

We would like to welcome you to come and explore on this opportunity. We were impressed by your profile and would like to extend an invitation so that we can further discuss on the above available position.
Interviews are available from Monday to Friday at 0930 - 1700 hours ( upon arrangement )
If you are keen for the position or have any inquiries at all,  you may contact me directly at 012-2337878. 


Additional Info

Experience Level

0 - 7 Years of Experience

Job Specialisation

Key Account / Relationship Management, Retail Sales, Telesales / Telemarketing


Company Profile

Lifestyle Planners-logo-image

Lifestyle Planners

  • We are a group of energetic and hearty with passion, integrity and professional's planners.   
  • We are integrity by using all the knowledge and experiences of our group to solve the issues of our client through a deep understanding of their needs.
  • We are Lifestyle planners, join us to establish your career.

company-logo-image

Wealth Management Advisor / Team Leader

Lifestyle Planners

RM 3000 - RM 9000

Shamelin Business Center

Full-Time

This job is no longer available