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FINANCIAL PLANNER

Sales (Corporate, Real Estate, Telesales, etc.)
Full-Time
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KLANG , Selangor

About The Job

  • Your role is to advise and consult the client from basic to comprehensive wealth management planning.
  • Provide profitable solution and recommendation for client financial goals.
  • Be our client’s trusted financial advisor in areas including Estate Planning, Investment, Risk Management,Mortgage Planning,Retirements Planning to achieved their whole life financial goals.
  • We would like to invite the qualified candidates to apply for the position under the AIA ELITE PROGRAM – (Fast Track Elite Manager Program – promotion to Unit Manager in less than 24 months) 
    A. ELITE PRO PROGRAM
        (Monthly allowance – ranging from RM 4000 to RM 9000)
    B. ELITE PROGRAM 
        (Monthly allowance – ranging from RM 2000 to RM 3000)
  • Other benefits:
    • Dual Career path (Specialist or Team Builder) to facilitate your professional growth aspirations.
    • Attractive compensation to reward your efforts and to attain your desired lifestyle.
    • Sales Support Systems to achieve professional development and recognition.
    • Paid holiday incentive trips for TOP achievers.
    • One Million CASH CHALLENGE BONUS

Job Requirements

  • Age 25 to 40 years old
  • Candidate must possess at least Diploma/Advanced/Higher/Graduate Diploma, Bachelor's Degree/Post Graduate Diploma/Professional Degree in any field of study.
  • At least 2 Year(s) of working experience in the related field is required for this position.
  • Fresh graduates are welcomed to join
  • Entrepreneurship mindset and aspire to be a Leader


Our Culture

VISION AND MISSION

To be Malaysia preferred whole person concept financial planning consultancy recognised for its professional and commitment to best practices.

Grooming professional financial planner to succeed in the career and help people by offering whole concept financial planning services.


WHO ARE WE

UPG’s Group was established in year 2002. We were founded in an entrepreneurial spirit, and that attitude remains a vital part of our culture. Our team is driven by integrity with a singular focus on doing what is right for our clients.


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