Insurance & Investment Specialist

6 hours ago

Johor Bahru, Malaysia LEE KWANG YEM Full time

We’re looking for dedicated Financial Planner, you will advise & suggest client on insurance & Investment products. You will undergo 18 months management program to build up your financial entrepreneur career. Full training, coaching & mentoring will be provided.

With a bonus payout system help you earn up to RM9,000++/month (Degree holders) [ Remuneration package include Monthly bonus (base on validation) + commission+ Annual bonus+company trip + company insurance]

**Responsibilities**:
1. Acquire new clients for business developments (Insurance, Takaful & Unit Trust etc)
2. Advise client on wealth management solutions base on client financial priorities
3. Meet exisiting clients once a year for annual review to planning
Echelon Consulting Group ( ECG ) exists to find solutions for insurance services that are right for you, your family, and your business. Success for ECG has always been based on one overriding core value: “to do what is right the first time”. We exist to provide the best insurance value to our clients through the strength of the “agent-to-client” relationship with quantifiable and qualifiable advice.

**Six basic answers we will always provide for clients**:
- With so many financial products in the market
Which financial product to implement first?
Why?
What is the quantum to implement?
Why?
What is the time horizon to maintain the recommendations?
Why?

Vision
To be the number One preferred agency serving the Professionals, Managers, Executives and Businessmen ( PMEB ) market in Johor Bahru

Mission
To create circumstances for success so that our advisors would become the preferred partner in helping our clients crystallize and implement their risk management, wealth accumulation and wealth distribution plans.

Philosophy
Insurance and financial planning Only
To build each other up / Treasure Hunt
Work together. Having fun together
To grow 20% in ANP ( personal and/or group ) every year
Every full time agent a foreign trip qualifier every year
Every agent achieving at least a 1 time MDRT member before becoming a manager ( UM or DM )
Continuous Education
Follow proven success systems
Bachelor's or Equivalent

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