Wealth Planning Executive
Job Summary
The Wealth Planning Executive (WPE) is responsible for helping customers achieve greater financial security through professional advice, personalised insurance solutions, and ongoing relationship management. The role goes beyond product selling by building long-term customer relationship founded on trust, integrity and customer-centric advice. The WPE is expected to operate in a performance-driven environment with clear sales and activity targets, while upholding the highest standards of professionalism, integrity, and customer-centricity.
Responsibilities
- Identify and acquire new customers through leads and referrals
- Conduct comprehensive policy review and financial needs analysis
- Provide ongoing post-sales service and support to customers
- Achieve individual sales and productivity targets
Required Skills
- Degree qualification
- 1-3 years sales experience
- Good interpersonal and presentation skills
- Familiar with AI tools like ChatGPT
Job Details
Key Responsibilities:
Customer Acquisition & Wealth Planning
- Identify, engage, and acquire new customers through agency-provided leads, self-generated opportunities, referrals, and other approved prospecting activities.
- Conduct comprehensive policy review and financial needs analysis to understand customers' protection, savings, retirement, and legacy planning requirements.
- Provide professional financial planning guidance and insurance recommendations tailored to customers' individual circumstances and goals.
- Achieve individual sales and productivity targets.
Policy Servicing & Customer Support
- Provide ongoing post-sales service and support to customers through the policy lifecycle.
- Assist customers with policy enquiries and other administrative matters.
- Proactively support customers during claims stage to reinforce trust and strengthen relationships.
Sales Excellence & Compliance
- Participate actively in periodic sales training, performance reviews, and team activities.
- Attend and complete all mandatory training, certification, coaching, and development programmes.
- Adhere to all regulatory requirements, company policies and maintain high standards of professionalism, ethics, and customer confidentiality.
Requirements:
Qualifications & Experience
- Degree qualification.
- Minimum 1-3 years sales experience preferred.
- Experience in banking, financial services, insurance, wealth management or other consultative sales environments is advantageous.
- Fresh graduates with sales experience are encouraged to apply.
Skills & Competencies
- Good in chatting and connecting with people.
- Good in presenting ideas to 3-4 people in a group, and handle enquiries.
- Ability to follow system and instruction while contributing effectively within a team environment.
- Familiar with the use of AI tools such as ChatGPT for tasks simplification.
Other Requirements
- Possess a valid driving licence, own transportation and willing to travel.
- Able to work flexible hours when required to meet customer needs.
- Able to take 6 days annual leave when required.
- Willing to complete PCIL certification.