Financial Counselor
2 weeks ago
Duties & Responsibilities:
~ Provide professional advice, solutions and strategies to clients in achieving their short and long term financial goals.
~ Meet clients to fact find on their current financial position.
~ Identify gaps in client’s health and financial protection.
~ Assist clients with their investment strategies by assessing their financial position and making recommendations.
~ Establish good customer relationships to build long lasting businesses.
~ Identify new business opportunities.
~ Provide the best sales service to all existing clients.
~ Attend all meetings and training & development programs by the Company.
Job Specification:
~Minimum 2 years of working experience in any industry.
~ Able to communicate well in Bahasa Malaysia and English.
~ Malaysian citizen below 45 years old.
~ Strong drive, goal-oriented, disciplined, self-motivated with an entrepreneur mindset.
~ Possess own transport.
**Job Types**: Full-time, Permanent
**Salary**: From RM2,000.00 per month
**Benefits**:
- Additional leave
- Flexible schedule
- Health insurance
- Maternity leave
- Opportunities for promotion
- Professional development
Schedule:
- Monday to Friday
**Education**:
- Diploma/Advanced Diploma (preferred)
**Experience**:
- Sales: 1 year (preferred)
- Marketing: 1 year (preferred)