Responsibilities:
- Learn and adapt to our sales system, tools and materials.
- Provide financial planning concepts and evaluations mainly on wealth protection, wealth accummulation and wealth distribution.
- Identify customer's short, medium to long term financial goals. Review business or individual customers' need and the shortfall from their goals and propose recommendations to close the gap.
- Work with clients to achieve their financial goals with the right financial strategies.
- Maintain bookkeeping systems, database and records.
- Constantly update job knowledge and learn about new products,market outlook and services.
Requirements:
- Have accountability, eager to learn and achieve personal growth.
- Basic computer knowledge and statistical analysis.
- Proven ability to work with goals.
- Have own means of transportation.
- Demonstrated ability to communicate, present, influence and sell effectively.
- Experience in delivering client-focused solutions and in creating long-lasting relationships.
- Possess at least Diploma in Business Administrative or higher.
Perks & Benefits
- Training and coaching system
- Commission and bonus
- Nearby public transport
- Central location
- Regular team activities
- Company trips
- Personal development opportunities
Job Location
Suite No.31-03, lvl 31 Capsquare Tower.10 Jln Munshi Abdullah
Click to view the location on Google maps
