job description
Are you passionate about helping individuals achieve financial security and personal growth? Join us as a Full-Time Life Planner and unlock unlimited earning potential in a dynamic, rewarding career. This role offers structured professional development, comprehensive training, and the opportunity to make a meaningful impact on clients' lives.
As a Life Planner, you will guide clients through financial planning, investment strategies, and career advancement, empowering them to reach their goals. With a competitive salary range of RM 7,000 – RM 10,000 per month, plus performance-based incentives, this is your chance to build a thriving career in the banking and financial services sector.
Based in beautiful Bali, you'll enjoy a vibrant work environment while contributing to a mission-driven organization. If you're a motivated self-starter with strong interpersonal skills, we want to hear from you!
Responsibility
- Provide personalized financial planning and life strategy consultations to clients.
- Develop and implement tailored investment and savings plans.
- Conduct financial needs assessments and risk evaluations.
- Educate clients on financial products, insurance, and wealth management.
- Build and maintain long-term client relationships through trust and expertise.
- Achieve sales targets and performance metrics while adhering to ethical standards.
- Stay updated on industry trends, regulations, and financial tools.
- Collaborate with cross-functional teams to enhance client satisfaction.
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or related field.
- Proven experience in financial services, sales, or client advisory roles.
- Strong analytical, communication, and negotiation skills.
- Ability to work independently and as part of a team.
- Professional certifications (e.g., CFP, RFC) are a plus.
- High ethical standards and commitment to client success.
- Fluency in English; additional languages are advantageous.
- Willingness to relocate or work in Bali.