Wealth Planner

2 weeks ago


Subang Jaya, Selangor, Malaysia Worldlink Success Sdn Bhd Full time
我們正在招募成為我們機構的成員。

事實上,加入我們成為財富規劃師,您確實是企業家,而不是員工。

身為創業者,我們擁有時間靈活、收入豐厚等諸多優勢;天空是無限的,您可能在很小的時候就獲得了豐厚的收入。

**什麼是 PruVenture 計劃 (PV)?**
- PV 計劃旨在透過每月提供過渡收入來支持您成為未來的領導者。
- 光伏計畫設有每日輔導、每週進度會議、產品知識培訓以及從業者的指導,以支持光伏顧問高效工作並取得巨大成果。
- 所有光伏顧問都將透過專門課程得到良好發展,成為未來高產量、高收入的管理者。
- 即使您在銷售行業零經驗,也歡迎所有候選人探索這個機會,因為該計劃將支持和指導您從零到英雄,與我們一起度過這段美妙的旅程

**職責:**
- 分析客戶的財務狀況。
- 檢查並建議財務機會。
- 為客戶制定合理的計劃和預算。
- 根據客戶不斷變化的需求客製化財務計劃。
- 幫助客戶實施他們的計劃並進行交易。
- 展示和銷售合適的金融產品和服務。
- 尋找並接近潛在客戶。
- 建立牢固的關係以留住現有客戶。
- 保持最新的法規、實務和金融產品知識。

**職位需要:**
歲,年輕而充滿活力。
- 有非常高的學習意願。
- 擁有汽車或自己的交通工具
- 擁有豐富擔任財務規劃師或類似職位的經驗;銷售或客戶服務經驗是一項資產。
- 能夠分析財務資訊並遵守法規。
- 良好的職業道德,以客戶為中心的態度。
- 優秀的溝通技巧,能夠建立長期的關係。
- 具備多種銷售技巧(包括推銷電話)的實務經驗。
- 能夠提供引人入勝的演示。
- 至少擁有任何相關領域的文憑/學位(SPM級別候選人必須有工作經驗)
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