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Financial / Insurance Consultant

Salary undisclosed

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  • Meet with clients to discuss their financial goals, concerns, and current financial status.
  • Analyze clients' financial statements, budgets, and investment portfolios.
  • Provide recommendations on investments, savings, insurance, and estate planning.
  • Develop comprehensive financial plans tailored to clients' needs and goals.
  • Create strategies for retirement planning, tax planning, and wealth management.
  • Monitor and adjust financial plans as needed based on changes in clients' circumstances or market conditions.
  • Assess clients' risk tolerance and recommend appropriate insurance products and strategies to mitigate financial risks.
  • Advise on asset protection and estate planning strategies.
  • Build and maintain strong relationships with clients through regular communication and follow-ups.
  • Address clients' questions and concerns in a timely and professional manner.
    • Flexible working hours
    • Basic salary (2,500 - 9,000) + Commission
    • Attractive commission scheme
    • Fresh graduates are encourage to join

  • Summary of role requirements:
    • Looking for candidates available to work:
      • Monday: Morning, Afternoon
      • Tuesday: Morning, Afternoon
      • Wednesday: Morning, Afternoon
      • Thursday: Morning, Afternoon
      • Friday: Morning, Afternoon
    • 1 year of relevant work experience required for this role
    • Working rights required for this role
    • Expected start date for role: 27 September 2024
    • Expected salary: RM2,500 per month