职位 | Estate Planner |
职位等级 | 刚毕业/入门级 |
职业类型: | 销售 - 金融服务(保险,单位信托等) |
学历 | 小学/中学/SPM/O水准 |
职业性质 | 兼职, 全职 |
职业说明 | 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. |
工作地点 | 柔佛, 吉打, 吉兰丹, 吉隆坡, 纳闽, 马六甲, 森美兰, 彭亨, 槟城, 霹雳, 玻璃市, 布城, 沙巴, 砂捞越, 雪兰莪, 丁加奴 |
其它工作地点 | - |
工作经验 | 0 |
年龄 | 21 - 50 |
月薪 | 1500 - 15000 |
技能要求 | 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. |