Finance Planner

6 days ago

Seremban, Malaysia 3E Advisory Full time

**Requirements**:

- Working Experience: Minimum 2 years. Experience in real estate, unit trust, insurance sales, banking sales or field sales is a PLUS
- People Skills: Enjoys working with a diverse group of individuals
- Goal-Getter Vibes: Pursue goals with passion and work well in fast paced environment
- Mindset: Proactive, open to new ideas, and good communicating skills
- Team Player Spirit: Blend into enthusiastic team environment where collaboration and fun drive us towards greatness together
- Language: Able to converse in Mandarin is a PLUS

**Responsibility**:

- Explore Financial Journeys: Help clients understand their financial landscape and map out exciting paths to achieve their dreams
- Create Wealth Plans/ Solutions: Design personalized strategies that not only offer peace of mind but also spark excitement about clients' financial future
- Be a Client Magnet: Maintaining good relationship with clients by connecting to new people through fun and creative approaches
- Turn Ambitions into Achievements: implement proven strategies that help clients grow their wealth and reach their financial goals with periodic review agreed upon.

**Benefits**:

- Learn from the Best: Get coached by experienced managers for your career growth
- Training Workshops: Boost your skills in sales & marketing and be better communicator
- Enjoy a Long Break: Work for 10 months and get a 2-month annual leave to recharge and explore
- Fast-Track to Management: Get promoted to a management role within 2 years
- Lucrative Earnings: Commission and profit sharing for top performers
- Dynamic Team Vibes: Work with a lively team in a positive culture
- Work-Life Balance: We focus on being super effective at work so you can enjoy more happy moments in your personal life

**Job Types**: Full-time, Permanent

Pay: Up to RM3000.00 per month

Schedule:

- Monday to Friday

Supplemental Pay:

- Commission pay

Work Location: In person

**Job Types**: Full-time, Permanent, Fresh graduate

Pay: RM3,000.00 - RM15,000.00 per month

**Benefits**:

- Additional leave
- Flexible schedule
- Opportunities for promotion
- Professional development
- Work from home

Schedule:

- Day shift
- Monday to Friday
- On call
- Weekend jobs

Supplemental Pay:

- Commission pay
- Performance bonus
- Retention bonus
- Yearly bonus

Ability to commute/relocate:

- Seremban (Seremban): Reliably commute or planning to relocate before starting work (preferred)

License/Certification:

- What class of license do you have? (preferred)

**Location**:

- Seremban (Seremban) (preferred)

Work Location: In person

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