Deskripsi Pekerjaan
Are you looking for a challenging and lucrative career in the financial services industry? New Heart Network Agency is currently hiring a proactive Wealth Planner to join our established team in Kuching, Sarawak. We are dedicated to helping individuals achieve financial independence, and we are looking for passionate individuals who share our vision.
As a Wealth Planner, you will be at the forefront of our client's financial future. You will analyze client needs, recommend appropriate financial products, and provide ongoing support to ensure their wealth grows over time. We pride ourselves on a supportive work environment that values hard work and dedication. We offer extensive training and guidance to ensure every new recruit is equipped with the latest market knowledge and sales techniques.
What sets us apart is our flexible time schedule, allowing you to manage your time efficiently while maximizing your productivity. Our compensation model is designed to reward high performers, offering a competitive base salary combined with attractive commission structures. If you are driven, have excellent communication skills, and want to build a business that provides financial freedom, we want to hear from you.
Join us in making a difference in the lives of our clients and securing your own professional future.
Tanggung Jawab
- Develop and implement comprehensive financial plans tailored to individual client needs.
- Analyze clients' current financial status and future goals to recommend suitable products.
- Maintain and nurture strong, long-term relationships with a diverse client base.
- Conduct regular follow-ups and reviews to ensure client satisfaction and retention.
- Stay updated on market trends, financial regulations, and new product offerings.
- Present complex financial information in a clear, understandable manner to clients.
- Achieve personal sales targets and contribute to the agency's overall growth.
Kualifikasi
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- Previous experience in financial planning, insurance, or sales is highly preferred.
- Strong interpersonal and communication skills with a focus on customer service.
- Demonstrated self-motivation and a results-driven attitude.
- Ability to work independently and manage time effectively.
- Valid driver’s license and willingness to travel within the region.
- Enthusiasm for continuous learning and professional development.