Talent.com
Financial Adviser Representative

Financial Adviser Representative

Axen Alpha Advisory Sdn BhdPetaling Jaya, Selangor, Malaysia
6 hari lalu
Penerangan pekerjaan

Company Description

Axen Alpha Advisory Sdn Bhd is an Approved Financial Adviser by Bank Negara Malaysia under the Financial Services Act (FSA) to carry out financial advisory business. The company is located in Petaling Jaya and offers financial advisory services to clients seeking guidance on insurance, retirement planning, and estate planning.

Role Description

Are you ready to make a meaningful impact on people’s lives? We are looking for motivated Financial Adviser Representatives specializing in insurance to join our dynamic team in Malaysia. In this role, you will provide expert guidance on insurance products, helping clients secure their financial futures.

This is a full-time hybrid role. The role involves providing insurance planning advice, assisting clients with retirement planning, and offering insurance advisory services.

Qualifications

  • Planning, Retirement Planning, and Advisory skills
  • Expertise in Finance and Financial Advisory
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Knowledge of financial regulations and compliance
  • Professional certifications such as CFP / RFP or its Shariah equivalents (IFP / SRFP)

Key Responsibilities

  • Assess clients’ insurance needs and financial goals
  • Develop and present customized insurance solutions
  • Build and maintain strong client relationships
  • Stay informed about industry trends and product offerings
  • What We Offer

  • Comprehensive training and ongoing support
  • Competitive commission structure with performance incentives
  • Opportunities for career advancement
  • A collaborative and empowering work environment
  • If you are passionate about helping others and ready to take your career to the next level, we want to hear from you! Apply now and join us in making a difference in the lives of our clients.

    #J-18808-Ljbffr

    Buat amaran kerja untuk carian ini

    Financial • Petaling Jaya, Selangor, Malaysia

    Pekerjaan yang berkaitan
    • Dinaikkan pangkat
    Personal Financial Advisor (Cheras)

    Personal Financial Advisor (Cheras)

    CIMB Bank BerhadKuala Lumpur, Kuala Lumpur, Malaysia
    To promote CIMB Credit Card / Personal Loan / CashLite / Balance Conversion / Credit Limit Increase / Credit Protector or Life Insurance products to existing CIMB customers via telemarketing as per...Tunjukkan lagiKemas kini terakhir: 2 hari yang lalu
    • Dinaikkan pangkat
    Islamic Financial Planner

    Islamic Financial Planner

    AZHANI AGENCYKuala Lumpur, Kuala Lumpur, Malaysia
    As an Islamic Financial Planner at AZHANI AGENCY', you will play a crucial role in providing comprehensive financial planning and advisory services to our clients, with a focus on Shariah-compliant...Tunjukkan lagiKemas kini terakhir: 1 hari yang lalu
    • Dinaikkan pangkat
    Financial Solutions Architect

    Financial Solutions Architect

    EmersonSubang Jaya, Selangor, Malaysia
    The Finance Solutions Architect will be responsible for designing global automation solutions in Oracle modules relating to Finance. They should have the ability to design solutions for outside fina...Tunjukkan lagiKemas kini terakhir: 30+ hari yang lalu
    • Dinaikkan pangkat
    Financial Business Partner (Alipay+)

    Financial Business Partner (Alipay+)

    Ant InternationalKuala Lumpur, Kuala Lumpur, Malaysia
    Finance-focused role supporting partnership, budgeting, and performance initiatives.Facilitate negotiation with mobile payment partnerships, providing insights on pricing and other commercial terms...Tunjukkan lagiKemas kini terakhir: 30+ hari yang lalu
    • Dinaikkan pangkat
    Client Adviser

    Client Adviser

    Income Insurance LimitedKuala Lumpur, Kuala Lumpur, Malaysia
    Income Insurance Limited is a leading provider of financial services in Singapore, dedicated to helping individuals and families achieve their financial goals. With a strong focus on customer servic...Tunjukkan lagiKemas kini terakhir: 26 hari yang lalu
    • Dinaikkan pangkat
    Takaful & Financial Advisor

    Takaful & Financial Advisor

    AIAPetaling Jaya, Selangor, Malaysia
    AIA Advisor | Founder at Time Witch Enterprise.AIA Group Limited is the largest independent publicly listed pan-Asian life insurance group, with a presence in 18 markets including Mainland China, H...Tunjukkan lagiKemas kini terakhir: 6 hari yang lalu
    • Dinaikkan pangkat
    Merchant Service Representative (Support)

    Merchant Service Representative (Support)

    Chip InKuala Lumpur, Kuala Lumpur, Malaysia
    Our organization is currently seeking a driven, detail-oriented Merchant Service Representative to join our dynamic team. As a part of our team, you will be at the forefront of our operation, ensuri...Tunjukkan lagiKemas kini terakhir: 30+ hari yang lalu
    • Dinaikkan pangkat
    Group Financial Controller | Listed manufacturing and trading company | Nilai

    Group Financial Controller | Listed manufacturing and trading company | Nilai

    Career HorizonsNilai, Negeri Sembilan, Malaysia
    Reports to Group General Manager on all matters pertaining to finance related activities.Manage and oversee a full spectrum of finance functions, including group finance, credit control, treasury, ...Tunjukkan lagiKemas kini terakhir: 30+ hari yang lalu
    • Dinaikkan pangkat
    License Financial Adviser

    License Financial Adviser

    IPP Global WealthKuala Lumpur, Kuala Lumpur, Malaysia
    Company Description : IPP Global Wealth is Singapore’s trailblazer in comprehensive financial planning.Established in 1983, the firm emphasizes professionalism, integrity, and expertise, drawing top...Tunjukkan lagiKemas kini terakhir: 17 hari yang lalu
    • Dinaikkan pangkat
    Personal Financial Advisor (Cheras)

    Personal Financial Advisor (Cheras)

    CIMB Group Holdings BerhadKuala Lumpur, Kuala Lumpur, Malaysia
    To promote CIMB Credit Card / Personal Loan / CashLite / Balance Conversion / Credit Limit Increase / Credit Protector or Life Insurance products to existing CIMB customers via telemarketing as per...Tunjukkan lagiKemas kini terakhir: 30+ hari yang lalu
    • Dinaikkan pangkat
    Wealth Advisor

    Wealth Advisor

    Apex Securities BerhadSelangorMalaysia, Selangor, Malaysia
    You’ll help clients set their personal wealth goals, manage investments, and create portfolios for long‑term growth that suits their risk appetite. You’ll be supported by specialists in the areas of...Tunjukkan lagiKemas kini terakhir: 1 hari yang lalu
    • Dinaikkan pangkat
    Deals – Financial Due Diligence, Manager

    Deals – Financial Due Diligence, Manager

    Grant Thornton Malaysia PLTKuala Lumpur, Kuala Lumpur, Malaysia
    Join Our Transaction Advisory Services (TAS) Team in Kuala Lumpur.Our TAS team helps businesses navigate the entire transaction life-cycle, providing opportunities for engagement throughout the dur...Tunjukkan lagiKemas kini terakhir: 30+ hari yang lalu
    • Dinaikkan pangkat
    Financial Operations Associate

    Financial Operations Associate

    Shift MarketsKlang City, Selangor, Malaysia
    CXM is a global broker providing access to Forex, CFDs, and other financial markets.We focus on transparency, efficiency, and client satisfaction by delivering fast execution, secure transactions, ...Tunjukkan lagiKemas kini terakhir: 28 hari yang lalu
    • Dinaikkan pangkat
    Financial Reporting - AVP

    Financial Reporting - AVP

    OCBCKuala Lumpur, Kuala Lumpur, Malaysia
    Be among the first 25 applicants.Who We Are : As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932.How? By t...Tunjukkan lagiKemas kini terakhir: 30+ hari yang lalu
    • Dinaikkan pangkat
    Financial Planner, Malaysia

    Financial Planner, Malaysia

    Independent Resourcing Consultancy LtdKuala Lumpur, Kuala Lumpur, Malaysia
    Our client is an esteemed International Wealth Management firm seeking an experienced and certified Independent Financial Advisor to join their team in Kuala Lumpur, Malaysia.The selected candidate...Tunjukkan lagiKemas kini terakhir: 30+ hari yang lalu
    • Dinaikkan pangkat
    Wealth Advisor

    Wealth Advisor

    StashAwayKuala Lumpur, Kuala Lumpur, Malaysia
    StashAway Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia.StashAway Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia. We are looking for an experienced Wealth Advisor to guide our...Tunjukkan lagiKemas kini terakhir: 25 hari yang lalu
    • Dinaikkan pangkat
    Personal Financial Consultant (Nationwide)

    Personal Financial Consultant (Nationwide)

    AFFIN GroupKuala Lumpur, Kuala Lumpur, Malaysia
    AFFIN Group is seeking a Personal Financial Consultant to join their team in Kuala Lumpur, Malaysia.Create your future with Affin! You too can make a difference. Join us at AFFIN, where open minds m...Tunjukkan lagiKemas kini terakhir: 30+ hari yang lalu
    • Dinaikkan pangkat
    ISLAMIC FINANCIAL ADVISOR

    ISLAMIC FINANCIAL ADVISOR

    ZUBAYR ACHIEVERS MANAGEMENTKuala Lumpur, Kuala Lumpur, Malaysia
    ZUBAYR ACHIEVERS MANAGEMENT(AGG) merupakan agensi sah beroperasi di bawah Etiqa Takaful.ZUBAYR ACHIEVERS MANAGEMENT salah satu syarikat bersama AGG Malaysia, agensi yang telah mendapat pencapaian s...Tunjukkan lagiKemas kini terakhir: 18 hari yang lalu