Financial Planner

Simple Wealth Solutions (M) Sdn Bhd

  • Petaling Jaya, Selangor
  • Permanent
  • Full-time
  • 22 days ago
Job Responsibility Responsible for attracting new clients and developing new relationship to support future business. Maintaining good relationship with new clients and prepare quotation for the new clients. Sense of responsible to guide your friends and client to achieve financial stability and independence. Identifying and evaluate financial strategy whilst recommending comprehensive solutions. Job Requirements Must possess Degree & above qualification (have minimum 1 years working experience). Required Skill(s): Communication, Sales & Marketing experience, preferably in Financial Services (Insurance, Takaful , Unit Trust, Mortgage agent, Banking related field.). Required languages Bahasa Malaysia, English and/or Mandarin. Positive attitude, Fun and willing to take-up challenges. Goal Oriented, Discipline, Self-Motivated & High Integrity. Willing to work under Group Training System. Possessed own transport & willing to travel. Job Benifits Benefits & Rewards Professional coaching training program (ELITE PRO) Commission up to 172% Monthly, Quarterly and Yearly Bonus Rewards, Cash Incentives and Recognition Career Development Double Millionaire Challenge - Up to RM 2,000.000 Cash Reward Supreme MDRT fast Start Bonus - Up to RM40,000 Cash Reward Elite Premier Leader Program (EPL) - Promotion to Managerial Position 2024 AIA Convention Trips 1st Convention - Phnom Penh, Cambodia Elite Convention - Bangkok, Thailand Star Convention - Shanghai, China Summit Convention - Istanbul, Turkey Supreme Convention - Cyprus

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