Financial Advisor

4 weeks ago


Johor Bahru, Malaysia EPL FINANCE Full time

**工作亮點:**
- **基本**RM5,000 至 RM8,000(依經驗)+**佣金**(最高可達 RM15,000)

**職位描述:**
- 研究和尋找潛在客戶並與他們建立長期關係。
- 說服潛在客戶進行電話交談和/或開會討論財務規劃
- 向客戶提供最適合其需求的保險政策建議
- 客製化方案以適合個人客戶
- 向新客戶提供經批准的政策並解釋收益和風險
- 填寫並提交申請、發出報價、維護客戶記錄並準備報告
- 隨時了解產業和市場趨勢以及最佳實踐
- 努力實現銷售目標和管理階層設定的目標,確保一致的績效和創收。
- 歡迎應屆畢業生,為他們提供保險和投資諮詢實務的全面培訓。
- 提供彈性的工作地點,可選擇**新山(Taman Molek)和吉隆坡(八打靈再也)。**

**要求:**
- 企業家
- 良好的溝通和人際交往能力
- 將提供培訓和輔導。
- 願意不斷更新知識並隨時了解市場趨勢。
- 優秀的團隊合作能力。
- 年輕有活力。
- 鼓勵應屆畢業生申請。


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