Finance Business Development Advisor

Confidence Agency

  • Petaling Jaya, Selangor
  • RM 2,000-10,000 per month
  • Permanent
  • Full-time
  • 24 days ago
MohonKelayakan
  • Anda bersemangat, ghairah untuk berkhidmat dan bersedia untuk belajar.
  • Anda adalah pemegang SPM dan ke atas
  • Purata pendapatan bulanan semasa anda adalah melebihi RM6,000*.
  • Anda sedang mencari perubahan kerjaya sepenuh masa.
Tanggungjawab
  • Client Acquisition & Needs Analysis: Identify potential clients and conduct in-depth financial needs assessments to understand their goals and risk tolerance.
  • Financial Planning & Solutions: Develop customized financial plans and recommend suitable insurance, investment, and wealth management solutions (e.g., life insurance, unit trusts, retirement planning).
  • Relationship Management: Build and maintain strong, long-term relationships with clients, providing ongoing support and reviews.
  • Continuous Development: Stay updated on market trends and regulations, while actively participating in training to enhance your financial and sales expertise.
  • Compliance & Ethics: Adhere to all industry regulations and uphold high ethical standards.
  • Performance & Growth: Strive to meet and exceed sales targets, with opportunities to build your own agency.
This role is ideal for self-motivated individuals looking to build a rewarding career in financial advisory, backed by the strong support and resources of Prudential.Manfaat
  • Professional training syllabus
  • Retirement Gratuity Benefit
  • Sales Performance Bonus up to 3 years
  • Incentive trips
  • Other incentives
Manfaat tambahan
  • Training Provided
KemahiranInvestment Management Financial PlanningPeringatan PentingJangan pernah kongsikan maklumat bank atau kad kredit anda semasa memohon pekerjaan. Elakkan membuat sebarang pembayaran atau mengisi survey yang tidak berkaitan. Jika ada yang mencurigakan, sila laporkan iklan pekerjaan ini segera.

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