Job description for Will & Estate Planning Consultant at CK Partners
Most Malaysian families have no will. We are a Penang team under a licensed life insurance agency, helping families put a will, estate plan and financial protection in place. Full-time or part-time welcome.
WHAT YOU WILL DO
- Explain will-writing to families and write wills using our partner platform
- Help clients check their life and medical protection
- Follow up with your own clients
WHAT YOU GET
- Start-up training: will-writing, estate planning and licensing exam preparation (PCIL; TBE for takaful)
- Mentor with 13 years' experience in financial planning (2x Court of the Table, 7x MDRT)
- Flexible hours
- Commission from wills and protection plans
- New-agent monthly bonus up to RM3,600 for the first 6 months, paid only when the monthly target is met
WHO WE ARE LOOKING FOR
- SPM and above
- Speaks English, BM or Chinese
- Likes talking to people
- Fresh graduates welcome
PLEASE NOTE: this is a commission-based role with a licensed insurance agency, not a fixed salary. The industry licensing exam is required before advising on insurance; we help you prepare.
Apply here on Glints and we will contact you for a short 10-minute call.
