|Company||Maidin & Associate(s)|
|Working Location||Direction to Here|
|Job Function||Sales - Financial Service - Insurance / Unit Trust / etc|
|This company is willing to hire|
We are looking for a Financial Planner to join our team!
Those who are:
– Aged 25 – 35 years
– Possess SPM / Diploma / Degree
– Mature and ready for training
– Those with experience in Sales & Marketing are welcome to apply.
– Those who are good with PEOPLE SKILLS and have a STRONG PERSONALITY
1) Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
2) Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
3) Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
4) Implementing financial plans or referring clients to professionals who can help them.
5) Managing and updating client portfolios.
6) Contacting clients regularly to discover changes in their financial status.
7) Building and maintaining your client base.
1) Weekly coaching will be provided (Professional team from various background)
2) Basic Salary/ Income: Rm 4500 – Rm 9000
3) Convention to various countries
4) Office and technical support will be provided
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