Job Details

Description :

1. Recommend financial products and services plan that are suitable for prospects and clients  based on their objectives, resources, time horizon, risk profile, and preferences.

2. Execute and negotiate follow through of implementation vehicles including income replacement,risk management, education plan and other tasks quoted to client.

3. Independent in deciding on how to build own practice by choosing the suitable clients and the markets that need to be pursued.

4. Solicit clients actively via telephone, mail, referrals, etc.

5. Maintain proper documentation following preset guidelines established by compliance and management.

6.Comply with all industry rules and regulations.

7.Attend regular training set by the company for self and business development.

8.Well organized with the ability to manage time effectively while managing multiple priorities.

9.Demonstrated the ability to ask for the appointments, qualify for opportunity and close business deals.

10.Work independently as well as function as part of a team.

11. Proficient computer skills, especially Microsoft Office applications.

Requirements :

1. Minimum SPM with at least 3 years working experience.

2. Diploma & above with at least 1 year working experience.

3. Fresh graduates are highly encouraged to apply.

4. For full time employment the age of candidates should be in the range of 22 to 35 years old.