Elite Life Planner (Financial Consultant)
Posted 2 months ago • Closing 16 Jul 2022
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
Important Information
Never provide your bank or credit card details when applying for jobs. Do not transfer any money or complete unrelated online surveys. If you see something suspicious, Report This Job ad.
Learn MoreAbout Company
About Company