全职 Financial Planning Consultant 工作, 薪水 up to MYR 8,000, VLC Elite Wealth Solutions Plt Selangor 公司招聘中 - Ricebowl

1. Education & Qualifications

• Minimum SPM / Diploma / Degree in any field

• Fresh graduates are encouraged to apply

• Financial certifications (e.g., PCEIA, CEILI, TBE, CFP, RFP) are an added advantage

2. Skills & Competencies

• Strong communication and interpersonal skills

• Passionate about helping others plan their financial future

• Sales-driven with high self-motivation and discipline

• Good analytical thinking and problem-solving ability

• Tech-savvy with the ability to adapt to digital tools and CRM platforms

3. Experience (Preferred but Not Mandatory)

• Background in insurance, banking, finance, or sales is a plus

• Experience in client relationship management or financial consulting is advantageous

4. Personal Traits

• Positive attitude and growth mindset

• Eager to learn and open to continuous personal development

• Able to work independently and as part of a team

• Professional appearance and conduct

• Sensible, tactful, and emotionally intelligent when dealing with clients

• Strong sense of urgency and responsibility in following up with clients and tasks

5. Language Proficiency

• Proficiency in English, Bahasa Malaysia, and Mandarin (spoken and written) is preferred to serve a diverse client base

6. Transportation

• Must possess own transport and be willing to travel for appointments and client meetings

1. Client Consultation & Financial Needs Analysis

• Conduct detailed financial assessments for clients to understand their goals, needs, and risk tolerance

• Provide expert advice on suitable insurance products, retirement planning, wealth management, estate planning, and investment options

• Develop customized financial plans that address the specific needs and aspirations of each client

2. Sales & Business Development

• Generate leads through networking, referrals, and prospecting

• Conduct presentations and meetings with potential clients to discuss financial planning solutions

• Drive sales and achieve personal and team targets

• Build and maintain a pipeline of prospective clients, ensuring regular follow-ups and timely closures

3. Client Relationship Management

• Foster long-term relationships with clients, ensuring their ongoing satisfaction and trust

• Provide ongoing support and advice to clients, especially during life changes (e.g., marriage, retirement, children, etc.)

• Regularly review clients’ financial portfolios and adjust strategies as needed to keep them on track with their goals

4. Financial Product & Market Knowledge

• Stay updated on the latest financial products, market trends, and regulatory changes

• Continuously upgrade knowledge and certifications to provide clients with relevant and up-to-date financial solutions

5. Documentation & Administrative Duties

• Complete and maintain accurate client records and documentation in compliance with industry regulations

• Ensure all policies, contracts, and documentation are processed efficiently and accurately

• Collaborate with internal teams to manage client queries, claims, and policy adjustments

6. Achieving Sales Targets & KPIs

• Meet and exceed monthly, quarterly, and annual sales targets set by the company

• Actively monitor personal performance, ensuring consistent growth and achievement of business objectives

7. Collaboration & Team Support

• Work closely with other team members and management to share best practices and achieve agency goals

• Participate in team meetings, training, and development sessions to enhance individual and team performance

• EPF/SOCSO
• Annual Leave
• Medical Leave
• Flexible working hours
• Yearly company trips
• Incentive/bonus program
• Staff discount & perks
• Mentor mentee program