Job Description

• Capitalises on online independent unit trust platforms to help the clients to always invest into the best of breed funds from multiple unit trust companies 
• Acquire new clients to build a pool of profitable clientele
• Actively manage portfolio of clients with our proven and proprietary investment methodology and back-end support
• Proactively manage and build long-term customer relationship and provide good after-sales service 

• 3 months Apprenticeship Programme to learn Whitman’s proprietary proven system to sell million-dollar unit trust portfolio to high net worth individuals 
• Fully commissioned-based
• Successful candidates will enjoy 100% commission pay out in your first business year with Whitman
• Potential to earn recurring income of more than RM10,000 per month
• Proven and proprietary investment methodology and back-end support 
• Revenue-sharing compensation package Opportunity to build a business where the clients are fully owned by you, not the company

Job Requirements

• Completed at least 1 Module of Certified Financial Planner (CFP) or Registered Financial Planner (RFP) qualification
• Possess strong interest in financial planning and investment 
• Enjoy meeting and sharing knowledge with people 
• Possess strong interpersonal and communication skills, and is independent and resourceful
• Candidates with unit trust and life insurance sales experience will have an added advantage

Additional Info