Financial Consultant

FULL TIME
This job is available on Monday, Tuesday, Wednesday, Thursday, Friday, Flexible Hour
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Pay

RM4,500.00-8,000.00/month

CompanyXenn Consultancy Services
Job StateKuala Lumpur
Job FunctionConsulting
Job IndustryConsultancy
This company is willing to hireRetiree, Single Parent

Job Description

Benefits:

  • A lot of incentives and gift
  • Entertainment event every month
  • Free training provided
  • Phone reimbursement
  • Birthday Gifts
  • Retirement plans
  • Stress free entry and work with Team.
  • Bonus/Annual Leave /Parental Leave /Public Holiday.

 

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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Pay
Company
Job State
Kuala Lumpur
Job Function
Job Industry
This company is willing to hire
Posted on
2021-09-10