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Rockwills Estate Planner

RM 2,400 - RM 2,400 / month

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This job is expected to be in high demand and may close soon. We’ll remove this job ad once it's closed.


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  • Candidates who have faith to achieve early financial freedom!
  • Who thinks productivity matters to build income and build wealth.
  • Who enjoys continuous learning and possess any Diploma or above.
  • Possess personal values of integrity, helpful, coachable, competitive and ethical character.
  • Great working attitude: proactive with strong energy drive. Highly self-motivated, highly sales target driven and results oriented.
  • Self-discipline with excellent communication and interpersonal skills.
  • Being present enjoying live life to the fullest.
  • Must have strong customers focus and passion to provide an outstanding level of service.
  • Possess own transport and willing to travel as needed.

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  • Responsible to manage and initiate contacts and leads as well as develop new business opportunities.
  • To conduct fact find, need analysis for customer and ensure prompt advice and solutions are offered to customer.
  • To assist our customers in enhancing their wealth and achieving their financial goals through proper management of income.
  • Ensure our customer’s receive efficient and courteous service.
  • To promote professionally our various financial solution to customers' need in financial planning to achieve financial freedom

Job Types: Full-time, Contract, Internship, Fresh graduate

Pay: From RM2,400.00 per month

Benefits:

  • Flexible schedule
  • Maternity leave
  • Opportunities for promotion
  • Parental leave
  • Professional development
  • Work from home

Schedule:

  • Monday to Friday

Supplemental Pay:

  • Commission pay
  • Performance bonus
  • Yearly bonus

Education:

  • Diploma/Advanced Diploma (Preferred)

Language:

  • Mandarin (Preferred)
  • Bahasa (Preferred)