Professional Wealth Advisor

TL Group – KFH Team
Remote Permanent
Application ends: December 31, 2022
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Job Description

Job Description :

 

We are looking for 5 suitable candidates to join us to assist people to be well planned to reach their financial goals through our innovative insurance products.

 

Job Requirements :

 

》No working experience needed

》Fresh graduates & SPM qualifications or “O”

Level are welcome for friendly interview

》We offer part time or full time basis and

internship as well

 

Benefits Of This Role :

 

》Commission based

》Basic salary scheme provided for qualified

candidates only

》Oversea travel incentives

》Professional training & guidance provided

》Flexible working hours

》Potentially to become a new generation leader

through our KFH Team Leadership Program

》Get yourself involved in one of the fastest-

growing business industries in Malaysia !

 

Job Responsibilities :

 

》Answering client questions about financial plans

and strategies and giving financial advice

》Advising strategies for clients in insurance

coverage, investment planning, cash

management, and other areas to help them reach

financial objectives

》Reviewing client accounts and plans on a regular

basis to understand if life or economic changes,

situational concerns, or financial performance

necessitate changes in their plan

》Analysing financial data received from clients to

develop strategies for meeting clients’ financial

goals

》Preparing or interpreting financial document

summaries, investment performance reports, and

income projections for clients

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