Wealth Advisor
Vacancy Summary
| Job Reference | JBS000118 |
| Salary | Not Disclosed |
| Job Type | Permanent |
| Work Type | Full Time |
| Job Sector | Finance |
| Industry | Professional |
| Vacancies | 1 Position |
| Expected Start Date | Nov 06, 2026 |
| Application Deadline | Nov 05, 2026 |
Softlogic Wealth
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Job Description
Softlogic Wealth is seeking enthusiastic, motivated, and customer-focused individuals to join our team as Insurance Advisors. The successful candidates will help customers understand their financial protection needs, recommend suitable insurance solutions, and build long-term relationships while contributing to business growth.
This is an excellent opportunity for individuals looking to develop a rewarding career in financial planning, insurance sales, and customer relationship management.
Key Responsibilities
- Identify and approach potential customers to promote insurance products.
- Understand customers’ financial needs and recommend suitable insurance solutions.
- Explain policy benefits, coverage, terms, and premium structures.
- Generate leads and develop new business opportunities through networking and referrals.
- Build and maintain strong relationships with customers.
- Follow up on enquiries and achieve assigned sales targets.
- Maintain accurate customer records and provide ongoing customer support.
- Participate in training and comply with company policies and applicable insurance regulations.
What We're Looking For
- Age between 25 and 45 years.
- Male and female candidates are welcome.
- Industry and non-industry candidates are welcome.
- Experience in insurance, banking, finance, plantation, or other sales fields will be an added advantage.
Benefits & Perks
What We Offer
- Attractive income with performance-based rewards.
- Comprehensive training and development opportunities.
- Career growth and advancement opportunities.
- The opportunity to work with an established and trusted brand.
- A supportive working environment.
- The opportunity to make a positive impact on customers’ financial well-being.