|Company||Xenn Consultancy Services|
|Job State||Kuala Lumpur|
|Working Location||No Specific Location|
|This company is willing to hire||Retiree, Single Parent|
Job Descriptions :-
• Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.
• Assesses clients’ financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
• Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
• Obtains clients’ commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
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