Prospect and identify potential clients through various channels, such as cold calling, networking, referrals, and lead generation activities.
Conduct thorough financial needs assessments for clients to understand their financial goals, risk tolerance, and investment preferences.
Recommend suitable financial products and services to clients based on their individual needs, including but not limited to investment products, insurance policies, retirement plans, and wealth management solutions.
Educate clients on the features, benefits, and risks associated with various financial products and services to help them make informed decisions.
Negotiate terms and conditions of financial transactions, such as pricing, fees, and contract terms, to ensure mutual satisfaction and agreement.
Follow up with clients to provide ongoing support and assistance, address any issues or concerns, and cross-sell additional products and services as appropriate.
Meet or exceed sales targets and quotas set by management, tracking sales performance and activities using RM systems or other tools.
Build and maintain strong relationships with clients to foster loyalty and generate repeat business and referrals.

Prostar ACM Sdn Bhd