Financial Planning Executive

Job Scope

• Manage and coordinate insurance certificate planning, preparation, issuance, and documentation.
• Liaise with clients, insurers, and internal teams to ensure timely processing and accurate records.
• Monitor certificate status, renewals, and compliance with relevant requirements.
• Provide administrative and operational support for insurance-related matters.

Job Requirements

• Must possess a Certified Financial Planner (CFP) certification or an equivalent relevant professional qualification.
• Proven experience in insurance sales, business development, and client relationship management.
• Strong knowledge of insurance products, financial planning, and sales strategies.
• Excellent communication, negotiation, leadership, and team management skills.
• Proactive, results-oriented, and able to achieve sales targets while developing and maintaining strong client relationships.