Analyze clients’ financial situations (income, expenses, liabilities) and offer customized advisory reports.- Suggest financial solutions (risk management, estate planning, debt reduction, tax-saving strategies) and guide clients through implementation.
- Develop and present proposals to clients in person & assist with product or service transactions.
- Plan and execute marketing activities such as organizing events, seminars, or workshops, and inviting potential clients.
- Attract and engage prospective clients through networking, referrals, and marketing campaigns.
- Maintain strong relationships with existing clients to ensure satisfaction, retention, and repeat business.
- Stay updated on industry trends and regulations to provide sound financial advice and relevant product recommendations.
What we looking:Full Time or Partnership Associates ( Indoor or Outdoor Position)- 3 Years & above working experience will be added advantage.
- No sales or marketing experience? No worries! We offer partnership positions where you’ll start in a non-sales role for your first year—learn and grow while you earn!
- Fresh graduate or no experienced can apply as training and development will provided.
- Must understand and speak fluently in both Mandarin/ Cantonese & English as we deal with Mandarin speaking clients mostly
Tired of being stuck in an office all the years in your life?
There’s a better option, join us for a flexible, high-paying role to meet your life goal where you’ll meet new peoples around, find your life purpose, and truly enjoy life! Welcome to know more about us:- Work flexibly, efficiency matters :)
- High income where your effort truly matches your reward!
- Basic + commission + performance reward
- Top performers in our business can earn additional income anywhere between RM200,000 and RM1,000,000 annually.
- Offer indoor (marketing) or outdoor (meet up and present proposal) position
- Ai Success Platform for business development and high networth networking
- No sales or marketing experience? No business experience! We offer partnership positions where you’ll start in a non-sales role for your first year—learn and grow while you earn!
- Training and Development will be provided
- Other than basic salary
- Partnership Associates ( freelance, set your own scheduled)
- Indoor or Outdoor position (work as team)
- 2 hours training and meeting per week
- 15 hours working hour
- Annual Additional income RM100,000 ( RM50,000 each)
