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Financial Solutions Expert

2 weeks ago

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

Job Overview:

Excel One & Associates Sdn Bhd seeks a Financial Solutions Expert to provide personalized financial plans, ensuring clients achieve their goals and are protected against unforeseen events. The ideal candidate will have excellent communication skills, be self-driven, and thrive in a goal-oriented environment.

About the Role:

  • Advise Clients: Help clients understand their financial needs and recommend suitable life insurance and investment solutions.
  • Build Relationships: Cultivate and maintain long-term relationships with clients, focusing on trust and service excellence.
  • Achieve Sales Goals: Proactively achieve individual and team sales targets through effective prospecting and networking.
  • Expand Your Knowledge: Stay up-to-date with industry trends and product knowledge to provide professional advice.
  • Plan & Manage: Create personalized financial plans that ensure clients achieve their goals and are protected against unforeseen events.

What We Offer:

  1. Comprehensive training programs to help you succeed.
  2. Mentorship and support from an experienced team.
  3. Opportunities for career growth and recognition awards.
  4. Flexible working hours with work-life balance.
  5. A chance to make a meaningful impact on people's lives.

Requirements:

  • Has a Positive Attitude: Motivated, disciplined, and driven to succeed.
  • Is a People Person: Excellent communication and interpersonal skills to connect with clients.
  • Is Self-Driven: Thrives in a goal-oriented environment with a hunger for achievement.
  • Meets Minimum Qualifications:
    • At least a high school diploma or equivalent (Bachelor's degree is a bonus).
    • Fresh graduates are welcome; experience in sales or financial services is an advantage.
    • Holds Necessary Certifications: Must be willing to obtain required insurance certifications (training will be provided).
    • Is Tech-Savvy: Comfortable using digital tools for presentations and client management.