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Financial Services Specialist

1 week ago

Kuala Lumpur, Kuala Lumpur, Malaysia Ace Life Connect Full time
Overview

Ace Life Connect is a leading insurance agency that provides comprehensive financial solutions to clients. Our team of experienced professionals is dedicated to helping individuals and families achieve financial security and prosperity.

Job Description

We are seeking a highly motivated and skilled Insurance & Wealth Consultant to join our team. As an Insurance & Wealth Consultant, you will be responsible for evaluating clients' financial needs and risk profiles to recommend suitable insurance and wealth management solutions.

  • Evaluate clients' financial situations to identify areas where insurance and wealth management services can be applied.
  • Analyze and interpret data to make informed recommendations on insurance products and investment opportunities.
  • Develop and maintain strong relationships with clients through regular follow-ups and support.
  • Provide guidance and education to clients on insurance policies and investment options.
Key Responsibilities

The successful candidate will have the following key responsibilities:

  • Evaluate client needs and develop customized solutions.
  • Recommend and sell insurance products and investment opportunities.
  • Build and maintain client relationships.
  • Stay up-to-date with industry trends and developments.
Requirements

To be successful in this role, you will need to have:

  • Fresh graduates or candidates with junior sales experience (no prior financial experience required).
  • Strong communication and interpersonal skills.
  • Self-motivated, goal-oriented, and eager to learn.
  • Ability to build rapport and establish trust with clients.
  • Willingness to obtain relevant insurance licenses (if not already licensed).