Deskripsi Pekerjaan
Are you a driven professional with a passion for finance and helping others achieve their wealth goals? Earning Consultancy Sdn. Bhd. is currently seeking a highly motivated Financial Sales Consultant to join our expanding team in Kuchai Lama. In this role, you will act as a trusted advisor, helping clients navigate complex financial landscapes to secure their future.
We provide a dynamic environment where performance is recognized and rewarded. If you possess a sharp analytical mind, excellent communication skills, and the desire to build a lucrative career in the financial services sector, we want to hear from you. You will be responsible for conducting thorough financial needs analyses and crafting bespoke solutions that align with our clients' long-term objectives.
Tanggung Jawab
- Conduct comprehensive financial health check-ups and needs analysis for a diverse client portfolio.
- Proactively identify new business opportunities and build long-term relationships with prospective clients.
- Provide expert advice on investment products, insurance plans, and wealth management strategies.
- Develop personalized financial roadmaps tailored to individual risk appetites and financial goals.
- Stay updated with the latest market trends, economic shifts, and regulatory changes in the financial industry.
- Maintain high levels of service excellence to ensure client retention and satisfaction.
- Achieve and exceed monthly sales targets and performance KPIs.
Kualifikasi
- Possess a minimum of a Diploma or Degree in Finance, Economics, Business Administration, or a related field.
- At least 1-2 years of experience in financial sales, wealth management, or client advisory roles.
- Strong interpersonal skills with the ability to influence and persuade effectively.
- Proficiency in both English and Mandarin/Malay is preferred to communicate with our diverse client base.
- Highly self-disciplined, goal-oriented, and able to work independently.
- A valid license in financial services (PCE, CEILLI, or equivalent) is an added advantage.
- Possess a growth mindset and a willingness to undergo continuous professional development.