Deskripsi Pekerjaan
Are you a driven individual looking to build a successful career in the financial services industry? We are seeking a dedicated Wealth Protection Specialist to join our dynamic team. In this role, you will play a pivotal part in safeguarding clients' financial futures through tailored protection strategies.
We pride ourselves on offering a comprehensive training program and a supportive work environment. Whether you are an experienced professional or new to the industry, our Basic Salary + Commission structure ensures you are rewarded for your hard work and dedication.
As a Wealth Protection Specialist, you will act as a trusted advisor, analyzing market trends and identifying opportunities to secure client assets. Join us in making a real impact while enjoying competitive earning potential and continuous professional growth.
Tanggung Jawab
- Conduct comprehensive financial needs analysis for prospective clients.
- Design and recommend suitable wealth protection plans and insurance products.
- Build and maintain long-term relationships with a diverse client base.
- Stay updated on financial market trends and regulatory changes.
- Meet and exceed monthly sales targets and revenue goals.
- Provide exceptional customer service and after-sales support.
Kualifikasi
- Diploma or Degree in Finance, Business, or a related field.
- Strong communication and interpersonal skills.
- Proactive attitude with a drive to achieve sales targets.
- Willingness to undergo full training and certification programs.
- Ability to work independently and meet deadlines.
- Basic knowledge of financial products and risk management is a plus.