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Will & Estate Planning Consultant

RM1,000 - 3,000/Month
Business Development & Sales
Full-Time · Hybrid

Job Requirements

Hybrid
Minimum Secondary School

Skills

Financial Management

Communication

Financial Planning

Customer Service

Teamwork

Financial Consulting

Sales and Marketing

This job post is managed by

KT
Keith Tew

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 (CEILLI) preparation

- Mentor with 13 years' experience in financial planning

- Flexible hours

- Commission from wills and protection plans

- New consultant monthly basic bonus up to RM3,000, based on monthly target

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.

HOW TO APPLY: click Apply on Glints and we will contact you for a 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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Will & Estate Planning Consultant