- Klang Valley Kuala Lumpur WP Kuala Lumpur Malaysia 50480
Working Location
Job Description
Requirements
Diploma & above or SPM with 3 years working experience.
Good communication and interpersonal skills, able to work both independently and as part of a team.
Fluent in spoken and written English (fluency in additional languages will be an added advantage).
Self-driven, goal-oriented, disciplined, and possess an entrepreneurial mindset.
Must be willing to obtain the required insurance licensing (training and support provided).
Responsibilities
Provide practical financial advice to clients.
Deliver holistic and professional financial services and solutions to help clients achieve their short-term and long-term financial goals.
Build and maintain strong, long-term client relationships while delivering a high standard of service.
Review clients’ financial portfolios and provide ongoing support and advice.
Participate in company meetings, training programmes, and continuous professional development activities to maintain industry knowledge and enhance advisory capabilities.
Fulfil MEC Pro scheme’s monthly requirement to earn financing payout
Benefits
Skills
LRT - MASJID JAMEK
0.3 km
LRT - PASAR SENI
0.6 km
MRT - PASAR SENI
0.6 km
KTM - BANK NEGARA
0.8 km
LRT - BANDARAYA
0.9 km
KTM - KUALA LUMPUR
0.9 km
LRT - PLAZA RAKYAT
1.0 km
MRT - MERDEKA
1.1 km
MRL - MAHARAJALELA
1.2 km
LRT - DANG WANGI
1.3 km
MRL - MEDAN TUANKU
1.4 km
MRT - MUZIUM NEGARA
1.4 km
LRT - SULTAN ISMAIL
1.5 km
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