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Life Advisor

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Recruit Hero helps talents to connect with best companies and jobs in Malaysia. We're currently looking for Life Advisor for a company hiring in Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia. You'll get to know more details about the job & company if shortlisted.

Life Advisor Job Descriptions


What we looking? 

Finding the right talent to be a part of our career associates 


What we offer? 

Allow you to build your own career in financial planning. We provide a platform to allow you to become your own boss in financial business. 


Why in financial business with WeLink?

□    Work Flexibility, manage your own working time 
□    Organization with Strong Ethics and Integrity
□    Good Work-Life Balance

□    Personal Development

□    Positive Working Enviroment
□    High Value of Work
□    Your effort allows you to help others and society 
□    Job Security
□    High Income
□    Sustainable Business



We groom entrepreneurs but not employees. 





Job Responsibilities:



• Provide professional advice and financial services to clients to fulfill their financial goes through a series of solution like Risk Management, Wealth Accumulation and Wealth Distribution. Financial services include Income Protection Scheme, Health Protection Plan, Education and Retirement Plan, Long Term Care Reserve  Fund Planning, Tax Planning, Estate Planning and Will Writting Services. 

For business we have corporate solutions like Executive Benefits Program, Director Benefits Program, Employee Retenttion Scheme or Business Continuity Program, Buy Sell Agreement and financial related services. Products range from Insurance plan, Saving plan, Unit Trusts to Will and Trust, Legal services, etc. 


Job Duties:


• Develop a base for long-term sources of clients through referrals, occupational, and interest groups to compile lists of prospects.
• Approach potential clients by utilizing mailings, social medial and phone solicitation; one to one consultation, making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
• Determines clients' particular needs and financial situations by scheduling needs analysis and fact finding;  ascertaining long-term financial goals.
• Develop a coordinated proposal by calculating and analysing clients’ needs and long-term strategy implementation.
• Obtains underwriting approval for the application.
• Delivering contract; planning future follow-up visits and evaluations of needs.
• Provide continuing service by regularly review client needs from time to time 
• Personal growth on professional knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
• Enhance reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments
• Prospecting Skills, Ability to clear Short and Long Term Goals, Motivation for Dream, Provide solution to Customer Needs, Client Relationships, People Skills, Product Knowledge, General Math Skills, Organization, Dependability, Strong Sense of Appreciation and Entrepreneurship mindset.



• Candidates must have a strong working Ethic and Integrity. Determination to strive for excellence, Energetic, Passionate, Committed and Discipline with a strong sense of Gratitude will be added advantage.
• Candidates must possess at least a Diploma and above in any fields
• Candidates possesses SPM qualification could apply if you have working experience with more than 5 Years.
• Candidates without any experience can apply too, as training will be provided.
• Those who posses any experience in sales & marketing in Banking and Financial Services or related fields will have added advantage.
• Candidates with entrepreneur mindset or committed to live their dream are encourage to apply. 
Those who have experience in self-employed businesses will have added advantage.
• Preferred Language(s): Chinese, English and Bahasa Malaysia 


P/S: Serious Candidates would like to explore into Financial Business only. Thank you.


Life Advisor Skills

Life Advisor Salary

Average salary for Life Advisor ranges from RM 3,500 to RM 6,500 per month

iMoney Group
iFast Financial
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