Job

* Expanding businesses by acquiring new customers for financial portfolio products.

* Analyse financial information obtained from clients to design strategies in meeting clients’ financial needs.

* Conducting in-depth review of client’s financial circumstances, current needs and future goals.

* Converting reviews and analysis into sales. Meeting business plan (supported with a proven business coaching system)

1) Candidate must possess at least a Degree in any discipline.
2) Minimum 3 years of working experience in any industry and currently earning at least RM6,000 monthly

3) Excellent in communication & people skill (Listening, Questioning, Body language and NLP will be an added advantage)

4) Effective presentation skill through Personal Face to face meetups & Zoom meet ups.
5) Proficient in using Presentation Power Point or Google Presentation Slides

5) Excellent in managing clientele systematically using Google Drive Sheets.

6) Good self discipline in time management with flexible working hours / work from home.

7) Possess own iPad.

8) Open for Malaysian citizens only.

9) Bankers with sales experienced are preferred.