Part – YCN Group

The Part-Time Life Planner is responsible for building and strengthening relationships with potential clients through various channels such as networking, referrals, and outreach. This role requires excellent communication skills and the ability to understand client needs, ultimately helping them plan their financial future effectively.

As a Life Planner, you will engage in daily activities that involve interacting with clients and providing tailored financial solutions. You will work in a dynamic environment that emphasizes proactive client engagement and relationship building. Key Responsibilities: - Build and maintain relationships with potential clients. - Identify client needs and provide appropriate financial solutions. - Conduct outreach through networking and referrals. - Communicate effectively in both Malay and English. - Collaborate with team members to achieve common goals. - Develop trust and confidence with clients. - Maintain a proactive and results-oriented approach.