CompaniesJobsFor Employers

INSURANCE ADVISOR

Sales and marketing
Full-time
Please log in to view salary
Puchong, Kuala Lumpur

About The Job

  • Meeting with clients.
  • Offering specialised financial guidance and advice.
  • Completing financial needs analyses.
  • Creating and explaining customised plans.
  • Utilising knowledge of tax investment strategies.
  • Assessing client's financial portfolios.
  • Analysing client's risk.
  • Encouraging clients to invest for the future.
 

Job Requirements

  • University students or fresh graduates.
  • Good business acumen
  • Meticulous and able to work in a fast-paced environment
  • Positive work attitude with good communication skills
  • Willing to learn.

Our Culture

VISION, MISSION & CORE VALUE


VISION 


To be the most Trusted & Professional financial advisory firm in Malaysia, recognized for our Excellence. 


MISSION 


  • To make life great by achieving financial goals. 

  •  To build competent insurpreneurs by inspiring young 
     lives. 

  • To promote live great for healthy living and relationship. 

  • To live energetic environment by promoting LPA-ian spirit. 


CORE VALUES 


  • "I"ntegrity
  • "A"ccountability
  • "M"orale
  • "L"ove & Sharing 
  • "P"assion
  • "A"ccomplishment 

ABOUT US


LPA Wealthy Advisory S/B
is an outstanding financial
 services & consultation company. This private limited
 company was established in Malaysia in year 2004 with its
 headquarters situated in Kuala Lumpur & branches in
 Penang & Klang. It has since contributed significantly in the building of the 3 most vital platforms in the nation: financial planning, sales and services. We successfully agglomerated the world of banking, law, taxation, investment and many more, offering a holistic approach towards the industry of financial planning with the aim to mould exceptional talents in life insurance and financial planners as our main mission. 


Since the very beginning, the company has set its commitment in providing only the superior quality consultation in financial planning (wealth management)
 to individuals, family and budding businesses, helping them to achieve holistic financial management in life. Going through few years of unyielding hard work, LPA Team has attained dazzling results in financial management and life insurance industry, many a time emerged as champion amongst its profession. With that, LPA Team aim to serve our customers based on our Vision, Mission and Core Values. 

jobs-malaysia-lpa-sdn-bhd-job-insurance-advisor-0