Deskripsi Pekerjaan
Abdullah Associates is seeking a driven and ambitious Sales Consultant (Wealth Planner) to join our dynamic team in Kota Kinabalu. We are looking for a dedicated professional who is passionate about helping clients secure their financial future. In this role, you will act as a financial advisor, guiding individuals and families through complex financial landscapes to achieve their life goals. You will build lasting relationships with clients, understand their unique needs, and recommend tailored financial solutions. If you have a strong desire to succeed and are ready to make a tangible impact on people's lives, we want to hear from you.
Tanggung Jawab
- Conduct comprehensive financial needs analyses to understand client goals and risk profiles.
- Develop and maintain strong, long-term relationships with new and existing clients.
- Meet and exceed monthly and quarterly sales targets through effective consultative selling.
- Present and explain complex financial products and investment strategies in a clear, understandable manner.
- Collaborate with the internal team to ensure seamless service delivery and client satisfaction.
- Stay updated on market trends, financial regulations, and product knowledge to provide expert advice.
Kualifikasi
- Minimum SPM/STPM or Diploma/Degree in Finance, Business, or a related field.
- Previous experience in sales, financial planning, or the insurance industry is highly preferred.
- Strong communication and interpersonal skills with the ability to build rapport quickly.
- Self-motivated and goal-oriented with a track record of achieving targets.
- Valid driving license and own transport are preferred due to the nature of the role.
- Ability to work independently and manage a sales pipeline effectively.