Financial Sales Consultant

  • Petaling Jaya, Selangor
  • Permanent
  • Part-time
  • 1 month ago
Company Description Victory Group MDA, established under Prudential BSN Takaful in 2014, is a syariah-compliant financial services agency that provides top-notch financial advice to its clients. Our main offices are located in Petaling Jaya and Seremban, with wealth planners stationed throughout Kuala Lumpur, Selangor, Putrajaya, Negeri Sembilan, Johor, and Pahang. We aspire to assist more people and expand our business locations to offer better service and reach. Role Description The Financial Sales Consultant role is a part-time hybrid role based in Petaling Jaya, with the flexibility to work from home. The consultant will be responsible for engaging with clients to provide financial advice, developing financial plans, handling investments, and assisting with retirement planning. Day-to-day tasks will include meeting clients, analyzing financial situations, and recommending appropriate financial products and strategies. Qualifications Skills in Financial Planning, Investments, and Finance Strong Analytical Skills Experience in Retirement Planning Bachelor&aposs degree in Finance, Economics, Business, or related field preferred Excellent communication and interpersonal skills Ability to work independently in a hybrid environment Relevant certifications (e.g., CFP, CFA) are a plus Show more Show less

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