Insurance Financial Advisor

Company Description

DNA Malaysia is a financial advisory firm located in Sierra 16. Our mission is to manage the financial risk that individuals and households may face while pursuing their dreams. We believe that everyone deserves the opportunity to achieve their goals without worrying about financial setbacks. Our team is passionate about motivating and supporting individuals in pursuing their dreams and providing them with the necessary financial guidance and protection.

Renumeration packages & Working nature

• Salary range depends on the program joined
• From RM3,000 to more than RM10,000
• Work day: Flexible
• Work hour: Flexible
• Work location: Sierra 16

Role Description

This is a full-time role for an Insurance Financial Advisor. The Insurance Financial Advisor will be responsible for providing financial planning, retirement planning, and insurance services to clients. The role involves assessing clients financial goals and needs, recommending suitable insurance and investment products, and managing client portfolios. The Insurance Financial Advisor will also provide ongoing financial advice and support to clients.

Qualifications

• Knowledge of finance is a plus
• Excellent communication and interpersonal skills
• Ability to build and maintain client relationships
• Passion in assisting clients in different life stages

Why should you join us

• Systematic and successful training program under the AIA Elite Scheme
• One-to-one coaching
• Team assistance and workshops
• Career advancement