Kerja Separuh Masa, Client advisory di Great Ideals Group Federal Territory - Maukerja

Company Description Great Ideals Group is a client-focused financial and insurance advisory organization committed to being a role model in the insurance advisory industry. The group provides comprehensive financial and wealth planning services to individuals, families, and corporate clients, supporting them in building well-balanced and successful lives. Great Ideals Group is dedicated to creating an environment where team members can develop meaningful careers and work toward their desired lifestyle. The organization also focuses on nurturing highly qualified advisors with strong professional standards and image, contributing to the elevation of the advisory profession in society.

Role Description Client Advisor will engage with clients to understand their financial goals, provide tailored insurance and wealth planning advice, and recommend suitable products and solutions. Daily activities include conducting client consultations, preparing financial proposals, following up on inquiries, and maintaining strong, ongoing client relationships.

Qualifications

• Candidates should possess a focus on Customer Satisfaction and Customer Experience, consistently aiming to exceed client expectations.
• Candidates should possess a solid Customer Service mindset, including responsiveness, reliability, and a solutions-oriented approach.
• Diploma or degree in Finance, Business, Economics, or a related field is preferred.