Financial Advisor

4 weeks ago

Bandar Sunway, Malaysia Optimum Life Planners Advisory Sdn Bhd Full time

我們正在尋找積極主動的個人加入 OLPA 團隊，擔任財務顧問。作為財務顧問，您將在幫助客戶實現財務目標並確保他們的財務未來方面發揮至關重要的作用。您將為您提供全面的財務建議，制定客製化的財務計劃，並推薦合適的金融產品和服務。

**強調 ：**
- 提供高額基本津貼
- 混合工作模式。工作與生活平衡，工作時間靈活，管理自己的行程。
- 無限的收入潛力（基本津貼+佣金+定期現金獎勵+年度獎金）
- 綜合培訓和指導計劃
- 高職涯發展機會（一年內晉升為經理）
- 為新加入者提供令人興奮的獎勵活動（免費 iPad / 旅行等）

**工作職責：**
- 進行徹底的財務需求分析，以了解客戶的財務目標和目的。
- 根據客戶的獨特情況制定個人化的財務計劃和策略。
- 向客戶提供各種金融產品和服務的教育，包括保險、投資和退休計劃。
- 與客戶建立並維持長期關係，提供持續的支援和指導。
- 隨時了解產業趨勢、市場發展和監管變化。
- 達到或超過銷售目標並為代理商的成長和成功做出貢獻。

**要求：**
- 全職或兼職歡迎申請
- 熱衷於幫助他人並對其財務狀況產生正面影響。
- 優秀的溝通和人際交往能力。
- 積極主動、自我激勵，具有獨立工作的能力。
- 高水準的誠信、專業和道德行為。
- 具銷售或客戶服務經驗者優先。
- 最低 SPM 資格或同等資格。
- **
說中文是必須的。**

如果您雄心勃勃、目標明確，並渴望在金融服務業建立成功的職業生涯，請加入我們 OLPA 的團隊。將您的履歷發送給我們，邁向美好未來的第一步。我們期待您加入我們充滿活力的團隊！

**立即申請，了解更多有關我們有吸引力的佣金結構和當前的新加入活動的資訊！**

**注意：**只有入圍的候選人才會被聯絡進行面試。

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