Elite Life Planner (Financial Consultant)

Jaguar III Advisory

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Full Time, Work from Home (Remote)

Segambut, WP Kuala Lumpur

Graduan Baru

Kurang dari 10 pemohon. Anda mempunyai peluang yang tinggi!

Posted 2 months ago • Closing 16 Jul 2022

Kurang dari 10 pemohon. Anda mempunyai peluang yang tinggi!

Kelayakan

  • Candidate must possess atleast Diploma or Bachelor Finance/Accountancy/Banking or equivalent.
  • Ex Finance-Ex Banker-Ex Insurance Agent-Ex Telemarketer
  • Passed TBE/ PCE Exam.
  • Preferably Senior/Junior Executive specialized in Sales - Financial Services (Insurance, Unit Trust, Banking) or equivalent.

Tanggungjawab

Provide financial analysis and services to client for their financial needs in terms of risk management, mortgage loan and will & trust.

  • Willing to meet customer
  • Provide financial plan and services to client for their financial needs, ranging from wealth protection, wealth accumulation, wealth preservation and wealth distribution.
  • Develop individual financial plans in wealth protection, wealth accumulation, wealth preservation and wealth distribution.

What is your role & responsibilities:


  • Provide financial plan and services to clients for their financial needs, ranging from wealth protection, wealth accumulation, wealth preservation and wealth distribution
  • Approach & building an advisory relationship with customers.
  • Breed productive clients from various sources by networking, cold calling, or referral.
  • Develop individual financial plans in wealth protection, wealth accumulation, wealth preservation and wealth distribution.
  • Consulting financial product such as Insurance/Takaful.
  • Provide quality, meaningful advise & servicing for customers across product & services journey.
  • Communicate with customers through lifecycle regularly.
  • Source, recruit & develop your own team members.
  • Constantly update industry knowledge and learn about new products and services.

Manfaat

  • Commission Based + Allowance Salary
  • Performance-Based Bonus & Rewards (monthly, quarterly & yearly!)
  • We Provide Fully-guided Training & Development - available online/face-to-face.
  • Fast-track Promotion to Leadership Role
  • Long-term Career Advancement
  • Up to 4x Oversea Trip 5 Star Annually - Fully Paid!
  • We provide additional external training/coaching that value a thousand of Ringgit for FREE!
  • We have dynamic & flexible working hours for those seek work-life balance.
  • Full training provided
  • Company trip
  • Minimum Income RM2,000 + Commission
  • Recognition
  • Self promotion to Manager role.

Manfaat tambahan

  • Training Provided

Soal Jawab Jawatan

Tanya soalan dan majikan akan menjawab tentang jawatan ini
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About Company

jobs in Jaguar III Advisory

Jaguar III Advisory

Insurance

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About Company

jobs in Jaguar III Advisory

Jaguar III Advisory

Insurance

Lihat Syarikat ▶