Job Description
Job Details
- Permanent
- Up to $4000 basic
- Flexible work hours
- Lorong Chuan
- Understand client needs and provide tailored financial planning solutions (wealth accumulation, protection, retirement, investments)
- Build long‑term, trust‑based relationships with clients through integrity and consistent follow‑ups
- Proactively prospect, network, and grow your client base with a hunter mindset
- Continuously develop financial knowledge and stay updated on market trends
- Conduct reviews to ensure clients stay aligned with their financial goals
- Meet and exceed sales and activity targets while maintaining professional and ethical standards
- Uphold company values and act in the best interest of clients at all times
- Minimum Local Diploma
- Open to candidates without experience