Wealth Planner ( Part Time)

About the role

As a Wealth Planner, you will understand clients' financial goals, needs, and protection requirements, identify and connect with potential clients, and assess their financial protection and insurance needs. You will explain insurance policies, benefits, premiums, and terms, recommend suitable insurance and financial planning solutions, and prepare quotations and assist with applications. You will build and maintain long-term client relationships, follow up with existing clients, and provide ongoing policy servicing to assist clients in achieving their financial goals.

Key responsibilities

• Understand clients' financial goals, needs, and protection requirements
• Identify and connect with potential clients
• Assess clients' financial protection and insurance needs
• Explain insurance policies, benefits, premiums, and terms
• Recommend suitable insurance and financial planning solutions
• Prepare quotations and assist with applications
• Build and maintain long-term client relationships
• Follow up with existing clients and provide ongoing policy servicing
• Work towards monthly and annual sales targets
• Maintain accurate client records and comply with company and regulatory requirements

About you

• Positive, motivated, and responsible
• Good communication and interpersonal skills
• Self-motivated, proactive, and goal-oriented
• Willingness to learn and grow
• Experience in sales, banking, insurance, financial services, or customer service is an added advantage

Benefits

• Attractive income and commission structure
• Performance incentives and rewards
• Professional training and development
• Career advancement opportunities
• Supportive and collaborative team environment
• Flexible working arrangement
• Continuous coaching and guidance