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...

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...

We are looking for people with _entrepreneur spirit_ and _strong drive for achivement_.We are looking for people who are looking to _breakthrough __5 figures of income_._ We provide Basic Salary up to RM5,000_**JOB REQUIREMENT: Fresh graduates are welcome Preferred language(s): Mandarin No experience is required Willing to learn and have good communication...

**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...

**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...

**Responsibilities**: - Communicate with clients to assess their financial situation to present right and suitable financial plan. - Develop and reaching out to potential prospective clients and building a strong customer base. - Follow and maintain ongoing communication with clients, track their progress, and update them on any changes or new...

Job Highlight:- Basic RM5,000 to RM8,000 (base on experience) + Commision (Can up to RM15,000) Research and source potential clients and build longterm 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 suit their needs...

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...

Provide financial advice and solutions to clients based on their needs and goals Build and maintain longterm 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 indicatorsSalary: From RM3,000.00...

**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...

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 -...

Managing records and receipts - Reconciling daily, monthly and yearly transactions - Preparing balance sheets - Processing invoices - Provide internal training for sales procedure - Liaise with external financial auditors for yearly financial audits - Developing an in-depth knowledge of organisational products and process - Resolve financial disputes raised...

**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 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,...

**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...