Financial Sales
10 hours ago
Meeting with clients. Offering specialized financial guidance and advice.
- Completing financial needs analyses. Creating and explaining customized plans.
- Utilizing knowledge of tax investment strategies.
- Assessing clients' financial portfolios. Analyzing clients' risk.
- Encouraging clients to invest in the future
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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