Loan Consultant

1 week ago


Malaysia UNLIMIT CONSULTANT SDN. BHD Full time
Financial Planning Specialist

Join Unlimit Finance, a leading financial services company, as a Financial Planning Specialist. In this role, you will play a key part in promoting our financial planning products and services to clients, building strong relationships, and providing expert financial education and support.

Key Responsibilities:
  • Promote financial planning products and services on various online platforms.
  • Utilize social media and online marketing strategies to generate leads and build a strong online presence.
  • Conduct outbound phone calls to prospective clients to introduce and recommend financial planning products and services.
  • Build and maintain strong relationships with clients through effective communication and personalized recommendations.
  • Educate customers on the fundamentals of finance and money management.
  • Provide clients with the knowledge to manage their finances effectively and achieve their financial objectives.
Requirements:
  • Experience in sales field, preferably in the financial services industry.
  • Strong understanding of financial planning concepts and products.
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients.
  • Proficiency in using online platforms and social media for marketing and client engagement.
  • Self-motivated and target-driven, with a passion for helping others achieve their financial goals.
About Unlimit Finance:

Unlimit Finance is a leading financial services company dedicated to providing innovative financial solutions to individuals and businesses. Our team is passionate about helping people achieve their financial goals and live a more secure and prosperous life.


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