Internship For Financial Consultant (Rintiz) 工作, 薪水 up to MYR 2,000 + commission, Dream Builder Advisory Selangor 公司招聘中 - Ricebowl

• Candidate must possess at least Diploma or Bachelor Finance/Accountancy/Banking or equivalent.

• Passed TBE/ PCE Exam.

• Responsible

Responsibility

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.

• 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 individualized 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.

• Benefits:
• Internship Allowance RM500 - RM 1,000.
• 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
• Extra Income RM2,000 + Commission
• Recognition
• Self promotion to Manager role.
• Additional Benefits
• Training Provided