Estate Planner

2 weeks ago

Johor Bahru, Johor, Malaysia LEE KWANG YEM Full time
Meeting with clients. Offering specialized financial guidance and advice. - Completing financial needs analyses. Creating and explaining customized plans. - Utilizing knowledge of tax investment strategies. - Assessing clients' financial portfolios. Analyzing clients' risk. - Encouraging clients to invest in the future

Echelon Consulting Group ( ECG ) exists to find solutions for insurance services that are right for you, your family, and your business.

Success for ECG has always been based on one overriding core value:
"to do what is right the first time". We exist to provide the best insurance value to our clients through the strength of the "agent-to-client" relationship with quantifiable and qualifiable advice.

Six basic answers we will always provide for clients:

  • With so many financial products in the market Which financial product to implement first? Why? What is the quantum to implement? Why? What is the time horizon to maintain the recommendations? Why? Vision To be the number One preferred agency serving the Professionals, Managers, Executives and Businessmen ( PMEB ) market in Johor Bahru Mission To create circumstances for success so that our advisors would become the preferred partner in helping our clients crystallize and implement their risk management, wealth accumulation and wealth distribution plans. Philosophy Insurance and financial planning Only To build each other up / Treasure Hunt Work together. Having fun together To grow 20% in ANP ( personal and/or group ) every year Every full time agent a foreign trip qualifier every year Every agent achieving at least a 1 time MDRT member before becoming a manager ( UM or DM ) Continuous Education Follow proven success systems
Bachelor's or Equivalent

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