Financial Planner

Assessing client's financial needs and providing comprehensive financial advice - Assisting clients in choosing insurance plans that suit their needs - Help clients to plan and manage personal and family financial goals - Evaluating client's risk tolerance and offering corresponding risk management advice **Salary**: RM1,617.00 - RM9,358.70 per...

U-Need Wealth Planners Sdn. Bhd. is a multi-racial team and Million Dollar Agency (MDA Direct Team) for many years. We are the authorized agency of AIA Public Takaful Bhd and we provide a broad range of Takaful financial products and services. We are searching for dedicated and ambitious individuals who have the passion to excel to join our growing family....

To promote and professionally sell selected range of insurance products to achieve sales target. - To provide customer existing and potential customers professional advice on appropriate financial products based on customer's need - To ensure customer satisfaction and provide excellent after sales service - To plan and implement sales activities related to...

Handle full set of accounts and perform month-end closing in a timely manner for subsidiary & group accounts and related party accounts. - Generate financial reports for the Director and track the financial health of the company. - Develop and conduct internal reviews and follow-ups to ensure that finance and operations controls and policies are complied...

**Full Job Description** **Job Roles**: 1. Participating in activity to procure business opportunities. 2. Evaluate business or individual‘s needs and propose suitable financial products. 3. Engaging with customer to provide insurance and financial consultation. 4. Follow up on the customer's request and policy servicing. 5. Sustain relationship for...

Negotiating rates, exclusive inclusions and service agreements with operator. - Reviewing the performance of the product (sales / competitor) and recommend strategies to gain market share whilst maintaining product margins. - Develop exclusive agreements where possible to facilitate the growth of the destinations - Work closely with Operations for each new...

**Requirements** - Fresh Graduate are welcome to apply - Min SPM / Diploma or equivalent in related field - Discipline, self motivated and independent - Computer literate - Fluent in English & Bahasa Malaysia - Experience preferred but not essential - Able to travel when required **Responsibility** - Able to handle enquiry and prepare quotation to client -...

Stable Vision was formed in 2012 through the amalgamation of Several Life Insurance Agency Group which share the common Vision of being Professionalism, Profitability, Productivity and People Relationship. The strong team work together with the synergy effect from numerous professional members has made Stable Vision a truly “multi-facet” team. We are...

Guide production planning activities ranging from developing and revising production schedules, forecasting trends and customer demand, and managing logistics. Develop variety of menu items catering to food allergies and diet restrictions (gluten-free, vegan, etc. OUR VISION To be Asia Pacific’s leading white coffee brand, providing high quality products...