Financial Sales Consultant

2 days ago


Johor Bahru, Johor, Malaysia OSG Advisory Full time

OSG Advisory is a financial planning advisory with more than 15 years of experience in financial and life planning advisory.

Role Description

This is a full-time, on-site role for a Financial Sales Consultant located in Johor Baharu. The Financial Sales Consultant will be responsible for meeting with clients to discuss financial goals, developing personalized financial plans, advising on investment opportunities, and providing guidance on retirement planning. The role involves analyzing clients' financial status, preparing thorough reports, and recommending appropriate financial products and strategies tailored to each client's needs.

Qualifications

  • Skills in Financial Planning and Retirement Planning
  • Knowledge and experience with Investments and Finance
  • Strong Analytical Skills
  • Excellent communication and interpersonal skills
  • Ability to manage client relationships and provide exceptional customer service
  • Bachelor's degree in Finance, Economics, Business, or a related field
Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

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