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Wealth Planner

Salary undisclosed

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Company Description

We are the authorised representative of Prudential BSN Takaful Berhad.

Role Description

This is a part-time hybrid role for a Wealth Planner at SAFt Advisory.

The role is located in Shah Alam and requires some remote work.

The Wealth Planner will be responsible for selling company products or services to potential clients and maintaining positive relationships with existing clients. The Wealth Planner will also need to identify new leads and nurture them through the sales process.

Qualifications

  • Prior experience in sales or related field
  • Excellent verbal and written communication skills
  • Strong interpersonal skills and ability to build relationships
  • Ability to work independently and as part of a team
  • Effective time management and organizational skills
  • Bachelor's degree or higher in Business Administration, Marketing, or a related field is preferred