Careers

A licensed profession, learned properly

Build a meaningful career by helping people make better financial decisions. We welcome people who are willing to learn the work and do it well, with a team that has done it before them.

Life at our agency

What working here actually involves

What the career involves

Meet people, understand their goals and help them make informed financial decisions. As you earn trust and serve your clients well, a sustainable business of your own follows.

Who thrives with us

People from all backgrounds can succeed here. What matters most is a positive attitude, consistency, a willingness to learn and the commitment to take action.

01

A clear path to get started

You will have access to company training, practical resources and guidance to help you understand the profession and begin with greater confidence.

02

Personal coaching, matched to your progress

Receive individual guidance based on your progress, challenges and goals so you can strengthen the areas that matter most to your development.

03

Skills that go beyond finance

Develop communication, listening, presentation and relationship-building skills that serve you well beyond this profession.

FAQs

The questions people actually ask before joining

Getting started

What does a unit trust consultant do?

You help clients understand their financial goals and recommend suitable solutions. You also build long-term relationships by reviewing and supporting their investment journey.

Do I need financial or sales experience?

No experience is required. Our structured system, comprehensive training and practical guidance will help you develop the knowledge, skills and confidence to get started.

Will I receive training and support?

Yes. You will receive step-by-step training, practical tools and ongoing guidance from our experienced leaders. You will never have to build your business alone.

Do I need to pass an examination?

Yes. You must pass the FIMM Combined Examination (FCE) and complete the registration process. Our team will guide you through the preparation and application stages.

What are the requirements to join?

You must be at least 21 years old and have at least SPM with three credits. If you meet these criteria and are ready to learn, we welcome you to explore the opportunity with us.

Does it cost anything to join?

The main cost to get started is the examination fee for the FIMM Combined Examination (FCE), currently RM350.65 including 6% service tax. We will walk you through the full registration process, and what it involves, before you commit to anything.

Can I start part-time?

Yes. You can start part-time while managing your current commitments, then move at a pace that suits your goals.

The work itself

How flexible is this career?

You can plan your own schedule and decide how much time you want to invest in building your business. Your progress will depend on your commitment and consistency.

How do I earn an income?

Your income is commission-based, with additional incentives and recognition opportunities based on performance.

Is there a basic salary?

No. This is a commission-based profession, so there is no basic salary. What you earn follows the work you put in and the clients you serve, and no income level is guaranteed.

Do I need a large network?

No. We will teach you practical ways to identify prospects, build connections, gain referrals and expand your market professionally.

Do I have to pressure my friends and family?

No. Our approach focuses on understanding each client’s needs and providing suitable solutions, not pressuring anyone to make a decision.

What skills will I develop?

You will develop communication, financial-planning, relationship-building, presentation and business-management skills that can benefit you throughout your career.

Progressing with us

What if I am shy, or lack confidence?

Confidence develops through training and experience. Our team will guide you as you practise, meet clients and improve step by step.

Are there opportunities for career growth?

Yes. You can expand your client base, increase your income and progress into leadership by developing and guiding your own team.

Why should I join this agency?

You will gain a clear system, practical training, experienced mentorship and a supportive team environment. We are committed to helping you start confidently and continue steadily.

Is this career suitable for me?

This opportunity is suitable if you enjoy helping people, want greater flexibility and are willing to learn and take consistent action. You do not need to be an expert; you only need the right attitude and commitment.

How can I get started?

Speak with our team to learn more about the opportunity. We will explain the requirements and guide you through every step of your registration and onboarding journey.

Build your future with us

Or ask us a question first — careers@wealthcreationgrp.com