- Jalan SS 6/12 Petaling Jaya Selangor Malaysia 47301

工作地点
职位描述
任职资格
Education:
Diploma and above in any field
Background in Financial Planning / Finance / Business is an advantage (not mandatory)
Experience:
3 years in sales preferred (not mandatory).
Existing Insurance Agents, Unit Trust Consultants, Estate Planners and Bankers are welcomed.
Fresh graduates, professionals &career switchers are encouraged to apply
Skills: Good communication & interpersonal skills
Characteristics: Results oriented, Eager to learn, Self-motivated, Client-focused, High integrity and strong work ethic, Professional mindset
Others:
Must possess own transport and are willing to travel to meet clients.
Financially fit – Not an undischarged bankrupt, No adverse CCRIS and CTOS record.
岗位职责
Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
Relationship Building: Build and maintain long-term, trusted relationships with clients.
Compliance: Meeting compliance requirements including fulfilling CPD (Continue Professional Development) hours, adhere to high level of professionalism and other criterias as required by authorities
好处
TAMAN JAYA
0.3 km
ASIA JAYA
1.1 km
UNIVERSITI
2.0 km
重要安全守则
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