Financial Planning Specialist
hace 3 días
We are seeking a Financial Planning Specialist to join our team at J-Recruit Recruitment Agency. This role is an excellent opportunity for individuals who are passionate about sales and financial planning, with a strong interest in promoting banking products (Bancassurance) to clients.
Key Responsibilities:
- Achieve individual sales targets and contribute towards the achievement of branch targets
- Foster relationships with walk-in customers and leverage the bank's database to promote Bancassurance products
- Conduct fact-finding and needs analysis for clients, ensuring prompt advice and solutions are provided
- Deliver exceptional customer service and best sales practices
Requirements:
- Candidates must possess a Diploma, Bachelor's degree, Post Graduate Diploma, Professional Degree, or Master's degree in any field
- Strong communication and interpersonal skills
- Proven track record in sales
The successful candidate will have the opportunity to work in a dynamic environment with a competitive salary package including an attractive remuneration scheme with sales incentives, bonuses, and an incentive trip. We also offer career progression and self-development opportunities.
This is a full-time position based in Malaysia, covering Kuala Lumpur, Selangor, Perak, Sabah, Sarawak, and Johor. Remote working options are available.
This role requires good communication and interpersonal skills, as well as a proven track record in sales. The ideal candidate will be able to work independently and as part of a team to achieve sales targets and contribute to the success of the business.
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