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Financial Planner

This job post is managed by

KT
Keith Tew

Job Requirements

On-site
Minimum Secondary School

Skills

Customer Service

Sales and Marketing

Financial Consulting

Financial Planning

Financial Management

Communication

Teamwork

Job Benefits

Sales Commission

Career Path

Training/Certification

Perform Bonus

Job description for Financial Planner at CK Partners

We're a Penang team under a licensed life insurance agency. We help families protect their income, health and savings, and we're looking for people who want to learn this skill and build their own income. Part-time or full-time welcome.

WHAT YOU WILL DO

- Meet individuals and families and explain life, medical and savings plans in simple words

- Build and follow up your own client list, on your own schedule

- Learn from a mentor with 13 years in the industry (2x Court of the Table, 7x MDRT, Unit Manager)

WHAT YOU GET

- Free training + preparation for the licensing exam (PCIL; TBE for takaful)

- Flexible hours: suits part-timers, parents returning to work and career switchers

- New-agent monthly bonus up to RM3,600 for the first 6 months, paid only when the monthly target is met, plus a quarterly booster

- With a diploma or work experience: a higher package, up to RM16,000/month based on performance (explained at interview)

WHO WE ARE LOOKING FOR

- 18+, SPM and above

- Speaks English, Bahasa Malaysia or Chinese

- Likes talking to people

- Fresh graduates welcome; sales, banking or customer-service experience is a plus

Please note: this is a commission-based role with a licensed insurance agency, not a fixed salary. You must pass the industry licensing exam before advising on insurance - we help you prepare.

Apply here on Glints and we will contact you for a short 10-minute call.

Interview process

About the company
CK Partners
Financial Services
Self employed
Office address

9th Floor, Straits Quay Office Block · Straits Quay, Jalan Seri Tanjung Pinang, Seri Tanjung Pinang, 10470 Tanjong Tokong, Pulau Pinang, Malaysia

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Financial Planner