Insurance Financial Advisor

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 be Sales Professionals with CIMB Bank** Embark on a professional journey with CIMB Bank! We're on the lookout for energy person to fill roles as **Assistant Sales Manager **and **Personal Financial Advisor.** **Responsibilities**: - Achieve sales targets for personal loans and credit cards. - Facilitate loan disbursements and secure credit card...

**To be Sales Professionals with CIMB Bank** Embark on a professional journey with CIMB Bank! We're on the lookout for energy person to fill roles as **Assistant Sales Manager **and **Personal Financial Advisor.** **Responsibilities**: - Achieve sales targets for personal loans and credit cards. - Facilitate loan disbursements and secure credit card...

**To be Sales Professionals with CIMB Bank** Embark on a professional journey with CIMB Bank! We're on the lookout for energy person to fill roles as **Assistant Sales Manager **and **Personal Financial Advisor.** **Responsibilities**: - Achieve sales targets for personal loans and credit cards. - Facilitate loan disbursements and secure credit card...

We’re looking for dedicated Financial Planner, you will advise & suggest client on insurance & Investment products. You will undergo 18 months management program to build up your financial entrepreneur career. Full training, coaching & mentoring will be provided. With a bonus payout system help you earn up to RM9,000++/month (Degree holders) [...

Provide financial advice and solutions to clients based on their needs and goals - Build and maintain long-term relationships with clients and prospects - Generate leads and referrals through various channels and activities - Attend training and workshops to enhance product knowledge and skills - Achieve sales targets and performance indicators **Salary**:...

**Policy Sales and Promotion**: Agents actively promote and sell various types of insurance policies. Must be knowledgeable about the products they offered and able to explain the benefits and coverage details to potential customers. (Training Provided) - **Risk Assessment and Management**: Assess the risks associated with insuring a client and recommend...

**About the role**: We are looking for a Product Specialist who will be assisting in conducting General Insurance & Group Employee Benefits Insurance product research and analysis. This role will be reporting to the Senior Manager, GI & Group Insurance Department. This position is based in **Johor Bahru, Malaysia** **Responsibilities**: - Generate, develop...

Sales And Marketing for Takaful and insurance product **Job Details** **JOB INFO & REQUIREMENT** - Contract Type- Full-time- Job Type- Non-Executive- Experience Level- 1-3 years, < 1 year- Job Categories- Bank/Finance/Insurance- Minimum Education Required- Diploma in any field- Language Required- Bahasa Malaysia, English- Nationality Preferred- Malaysians...

**Upright Talent: A Leading Public Listed Company**We offer an attractive remuneration package up to RM 6k+ with comprehensive benefits (Allowance + Bonus) for the right candidate.**Job Description:**In this role, you will be responsible for preparing group consolidation financial statements, budgeting, and forecasting. You will also ensure timely account...

Help Bank customers to financially plan for their future through wealth protection, accumulation, and distribution. - Sell and promote bancassurance products and identify customer segments for new sales - Perform prospecting and cold calls to engage with potential customers for sales - Participate in sales and marketing events to acquire new customers -...

Upright Talent is seeking an experienced Financial Reporting Analyst to join our team.Company OverviewWe are a dynamic and innovative company that values excellence in financial reporting. As a Financial Reporting Analyst, you will play a crucial role in ensuring the accuracy and timeliness of our financial statements.Job DescriptionThe successful candidate...

**About the role**: We are seeking highly motivated & dedicated individual to be part of our dynamic team. This position will allow you to work from home, on a 5 days work week from Monday to Friday. **Responsibilities**: - Provide administrative support to in-house Consultants, including updates of client database, e-filing management, renewal management,...

**About the role**: We are seeking highly motivated & dedicated individual to be part of our dynamic team. This position will allow you to work from home, on a 5 days work week from Monday to Friday. **Responsibilities**: - Provide administrative support to in-house Consultants, including updates of client database, e-filing management, renewal management,...

**Company background**: Multinational Financial Company **Location**: Johor **Headcount**: Multiple headcount for Various Johor Branches **Who we are looking at?** - Bachelor Degree Fresher - completed with certificate/University Letter - Diploma level and above - with relevant sales experience - Willing to take & ensure passing of Insurance related...

About the RoleWe are seeking a highly skilled Senior Financial Consolidation Specialist to join our team at Upright Talent.This role is responsible for preparing group consolidation financial statements, budgeting, and forecasting. You will ensure timely account closing and financial result issuance, liaise with auditors for audit resolution and statutory...

**Job Highlight**: - ** Basic** RM5,000 to RM8,000 (base on experience) + **Commision** (Can up to RM15,000) - Research and source potential clients and build long-term relationships with them. - Persuade prospective clients to engage in a phone conversation and/or meeting to discuss financial planning - Advise clients on the insurance policies that best...

1)Provide service to clients’ changing financial needs by promoting our products and services. 2) Create and maintain good rapport with clients by offering good quality services for repeat business and referrals 3) Conduct in-depth reviews of clients’ financial plan, current provision and future aims and assist customer in choosing the right financial...

We are looking for **SALES ADVISOR** for who are customer-focused and able to handle all store functions in this fast-driven role. Kami sedang mencari **PENASIHAT JUALAN **untuk yang memfokuskan pelanggan dan mampu mengendalikan semua fungsi kedai dalam peranan yang dipacu pantas ini. **Job Benefits** Chances to Convert to Full time (Base on...

About the RoleWe are seeking an experienced Senior Financial Accountant to join our team at Upright Talent. As a key member of our finance department, you will play a crucial role in preparing group consolidation financial statements, budgeting and forecasting.Key ResponsibilitiesPrepare accurate and timely group consolidation financial statements, ensuring...