全职 Investment Advisor 工作, 薪水 up to MYR 20,000, Confidence Agency Selangor 公司招聘中 - Ricebowl

• You are enthusiastic, passionate to serve and willing to learn.

• You are a SPM holder and above

• Your current average monthly income is above RM6,000*.

• You are looking for a full-time career change.

• Client Acquisition & Needs Analysis: Identify potential clients and conduct in-depth financial needs assessments to understand their goals and risk tolerance.

• Financial Planning & Solutions: Develop customized financial plans and recommend suitable insurance, investment, and wealth management solutions (e.g., life insurance, unit trusts, retirement planning).

• Relationship Management: Build and maintain strong, long-term relationships with clients, providing ongoing support and reviews.

• Continuous Development: Stay updated on market trends and regulations, while actively participating in training to enhance your financial and sales expertise.

• Compliance & Ethics: Adhere to all industry regulations and uphold high ethical standards.

• Performance & Growth: Strive to meet and exceed sales targets, with opportunities to build your own agency.

This role is ideal for self-motivated individuals looking to build a rewarding career in financial advisory, backed by the strong support and resources of Prudential.

• Professional training syllabus
• Retirement Gratuity Benefit
• Sales Performance Bonus up to 3 years
• Incentive trips
• Other incentives