jobs in Synergy Consultancy

Synergy Consultancy

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WEALTH PLANNER WEALTH PLANNER

SYNERGY CONSULTANCY

MYR1,607.75 - MYR6,975.38 Per Month

Full Time, Part Time

Seremban

  • Advise clients on takaful, protection and financial planning solutions to support long-term financial security.
  • Develop and manage a prospect pipeline through networking, referrals, cold calling and other business development activities.
  • Conduct client reviews regularly to ensure existing financial plans remain aligned with clients’ changing needs and financial goals. ...
Posted
20 days ago