Estate Planner
Estate Planner
Fresh/Entry Level
Responsibilities:
- Provide professional consultation on will writing, trust setup, and estate planning.
- Assist clients in designing comprehensive wills and trusts solutions.
- Build and maintain strong client relationships.
- Conduct seminars, workshops, or sharing sessions on estate and trust planning.
- Collaborate with insurance agents, financial planners, legal advisors, and other professionals to serve clients better.
Requirements:
- Passionate about helping families with estate planning.
- Strong communication and interpersonal skills.
- Background in finance, insurance, legal, or related fields preferred (not compulsory).
- Self-motivated, disciplined, and results-oriented.
- Willingness to continuously learn and improve professional knowledge.
Benefits:
- Attractive commission and performance-based incentives.
- Professional training and mentorship program.
- Opportunity to serve high-net-worth clients.
- Flexible working hours with entrepreneurial growth path.
Qualification:
Primary/Secondary School/SPM/"O" Level
Job Details
Job Specialization:
Sales - Financial Services (Insurance, Unit Trust, etc)
Job Location:
Johor, Kedah, Kelantan, Kuala Lumpur, Labuan, Melaka, Negeri Sembilan, Pahang, Penang, Perak, Perlis, Putrajaya, Sabah, Sarawak, Selangor, Terengganu
Employment Type:
Part-Time Full-Time
Age Range of Candidate:
21 - 50
Years of Experience:
0
Monthly Salary:
MYR1500 - MYR15000
