Financial Planning Analyst

2 weeks ago


Taman Desa, Malaysia Smart Management Solution Full time

Responsibilities:

  • Conducting outbound calls to educate and engage potential clients about financial planning.
  • Providing financial literacy to customers and helping them achieve their financial goals.
  • Promoting our company's financial planning products and services over the phone.
  • Meeting and exceeding sales targets and performance metrics.

Job Requirement:

  • Minimum SPM level
  • Required language: Mandarin, Bahasa Malaysia and English
  • Ability to learn about financial planning and explain them to prospects.
  • Cooltempered and able to handle rejection.
  • Excellent communication and interpersonal skills.

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