Unit Trust Agent

**Job Summary**:
As a **Unit Trust Agent**, you will be responsible for **promoting and selling investment products, wasiat, and other financial products.** You will help clients achieve their financial goals by providing tailored advice on investments, wealth management, and estate planning, while also offering solutions to meet their long-term financial needs.

**Key Responsibilities**:

- **Promote Financial Products**: Present and sell unit trust investment products, **wasiat** services, and other financial.
- **Client Relationship Management**: Build and maintain strong relationships with new and existing clients, providing them with excellent customer service and personalized financial solutions.
- **Provide Financial Advice**: Assist clients in understanding their financial goals and needs, and recommend suitable financial products such as unit trusts, investment plans, and will writing.
- **Conduct Market Research**: Stay updated with the latest market trends, investment opportunities, and financial products available from the company and government institutions to provide clients with relevant options.
- **Sales and Performance Targets**: Work towards meeting sales targets and objectives by actively prospecting, generating leads, and converting potential clients into customers.
- **Networking**: Attend events, seminars, and webinars to network and promote financial products to a wider audience.
- **Documentation and Compliance**: Ensure all client documentation, contracts, and financial agreements are completed accurately and in compliance with the regulatory requirements.
- **Ongoing Client Support**: Provide ongoing assistance to clients by updating them on their investment performance, answering queries, and suggesting adjustments to their portfolios when necessary.
- **Financial Education**: Educate clients about the benefits of unit trusts, estate planning (wasiat), and other financial services to empower them to make informed decisions.

**Skills and Qualifications**:

- **Educational Requirements**: Minimum SPM or equivalent. A degree in finance, economics, business, or related fields is a plus.
- **Experience**: Prior experience in sales, customer service, or financial advisory is preferred but not required. **Training will be provided.**:

- **Communication Skills**: Strong interpersonal and communication skills, with the ability to explain complex financial concepts in a simple and understandable manner.
- **Sales-Oriented**: Self-motivated with a strong drive to meet and exceed sales targets.
- **Detail-Oriented**: Ability to manage documentation, maintain accurate records, and ensure compliance with financial regulations.
- **Networking Ability**: Comfortable attending events, making calls, and using social media to connect with potential clients.
- **Adaptability**: Ability to work independently, as well as in a team, with a flexible approach to work.

**Benefits**:

- **Commission-Based Earnings**: Attractive commission structure based on sales performance with no income ceiling.
- **Training and Development**: Comprehensive training programs and ongoing support to help you succeed in the financial services industry.
- **Flexible Working Hours**: Work on your own schedule (part-time or full-time).

**If you're passionate about financial services, helping people achieve their financial goals, and generating more income, we invite you to apply Join us today and make a positive impact on people’s financial futures while unlocking unlimited income potential**

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

Pay: Up to RM5,000.00 per month

Expected hours: No more than 8 per week

Schedule:

- Monday to Friday

Supplemental Pay:

- Commission pay

Application Question(s):

- What is your current age?
- Do you have sales experience? If yes, for how long?

**Education**:

- Diploma/Advanced Diploma (preferred)

Willingness to travel:

- 75% (preferred)

Work Location: In person

Expected Start Date: 02/03/2025