JOB DESCRIPTIONS

• Fact Finding on client Financial Needs
• Pass Identify client Financial Goal and Priorities
• Meeting with clients & Provide Sales Consultation to customer base on client needs
• Provide Solutions and Recommendation for client Financial Goals
• Implementation and Review on client Financial Portfolio
• To be actively involved in the Selling Process of Financial Planning
• To Create Appointments to Meet, Planning, Present with potential clients that we will pass to you for successful deals
• Provide Good Customer Services and Maintain Good Relationship will all clients; consistent follow up to increase the rate of repeated customers.
• Attend and Resolve clients issue promptly
• To Participate in all internal company Training, Meetings, Seminar and Events
• To Meet KPI, Weekly, Monthly forces and Targets set by the management for the team
• Weekly Departmental Meeting including updates on Weekly Forecast
• Assist in Team Building and Career Recruitment Activities

JOB REQUIREMENTS & QUALIFACATIONS

• Candidates must possess at least Higher Secondary/STPM/ “A” Level/Pre-U, Diploma/Advance/Higher/Graduate Diploma, Bachelor’s Degree/Post Graduate Diploma, Professional Degree in Business Studies/Administration/Management/Finance/Accountancy/Banking, Marketing or equivalent
• Passionate or have an Interest in Doing Sales
• Prior Sales Experience preferred but not mandatory as Training and Coaching will be provided
• Good Interpersonal and Communication Skills
• Possess Good Work Ethics, Pleasant Personality, Proactive and Resourceful
• Self-motivated, Aggressive and Possess High Interest in the Financial Industry
• Aggressive and Result Oriented, be able to Work Independently / As a Team
• Love challenges and like to work in a Culture environment.
• Possess Own Transport.

Benefits:

1. Commission/Bonus/Incentive/Rewards/Recognition

2. 1 to 1 Coaching basis and joint fieldwork

3. Mentoring, Guiding and Assisting will be provider

4. Wonderful Life to Experience

5. Promote to Higher Rank

6. To Learn & Improve your – Communication Skills/Solving Problems Skills/Performance Skills/HR Management/Time Management/Marketing Skills/Management Skills/Interpersonal Skills/Social Media Skills