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Financial Solutions Expert

2 weeks ago

Kuala Lumpur, Kuala Lumpur, Malaysia Excel One & Associates Sdn Bhd Full time

At Excel One & Associates Sdn Bhd, we are seeking an exceptional individual to join our team as a Financial Solutions Expert. As a key player in our company, you will be responsible for advising clients on their financial needs and recommending suitable life insurance and investment solutions.

The ideal candidate will possess excellent communication and interpersonal skills, with the ability to cultivate and maintain long-term relationships with clients. A strong work ethic, self-motivation, and a hunger for achievement are essential qualities for this role.

We offer a comprehensive training program to ensure your success in this position. Our supportive environment allows for career growth and recognition awards, making it an ideal opportunity for individuals looking to make a meaningful impact on people's lives.

Key Responsibilities:

  • Advising clients on their financial needs and recommending suitable life insurance and investment solutions.
  • Cultivating and maintaining long-term relationships with clients.
  • Achieving sales targets through effective prospecting and networking.
  • Staying up-to-date with industry trends and product knowledge.

Requirements:

  • Positive attitude, motivated, disciplined, and driven to succeed.
  • Excellent communication and interpersonal skills.
  • Self-driven, thrives in a goal-oriented environment.
  • Minimum qualifications: high school diploma or equivalent, with experience in sales or financial services an advantage.
  • Necessary certifications: must be willing to obtain required insurance certifications.
  • Tech-savvy, comfortable using digital tools for presentations and client management.