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- Approach potential clients to promote and provide financial solutions. (Risk Management - Insurance Product / Investment - Unit Trust / Estate Planning - PB Trust)
- Working closely with Team member
- To build relationships with customers for up-selling and providing professional personal financial advisory services.
- Leader Build Leaders
- Candidate possesses at least a Diploma/Degree must.
- For SPM holders must obtain 5 Credit and at least 3 years of working experience.
- Fluent in English, Mandarin, Cantonese as this is the main language when dealing with a client.
- Like to meet new people and do not resist in canvassing for sales.
- At least 1 year of sales experience (Banking/Retail/Telemarketing/Sales & Marketing/Finance Service)
- Driven and passionate, able to work under minimal supervision
- Good communication and interpersonal skills
- Solid networking with the local community
- Personal Digital Gadget (Ipad)
- Attraction remuneration scheme including basic salary, variable income (sales incentive + bonuses) and incentive trip reward
- Training & Development Program provided by the Company & Agency
- Promotion Opportunity To Manager
- 1 to 1 Personal Coaching System
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