Financial Sales Consultant or Associates Partner Wanted

Job Responsibilities:

Provides service to clients' changing financial needs by provides solution like Family Income Protection Scheme, Education Plan, Health Protection Plan, Business Continuation Plan, Will Writing & Trust Plan, Saving Plan, Investment Plan and financial related services. Product offer range from Insurance plan, Saving plan, Unitrust Plan to Will and Trust and related financial product.

Job Duties:

• Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
• Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
• Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
• Developes a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
• Obtains underwriting approval by completing application for coverage.
• Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
• Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.
• Provides death benefits by delivering policy proceeds; reassessing client needs.
• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.

Enhances reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments

Prospecting Skills, Meeting Short and Long Term Goals, Motivation for Dream, Selling to Customer Needs, Client Relationships, People Skills, Product Knowledge, General Math Skills, Organization, Dependability, Entrepreneur mindset.

• Candidates must possess at least a Diploma in any field.

• Creative, Energetic, Committed and Discipline with a strong sense of integrity & gratitude.

• Preferably with experience in Banking and Financial Services will added advantage.

• Experience in self-employed will added advantage.

• Candidates without experience are also encouraged to apply as training will be provided.

• Preferred Language(s): English, Chinese and Bahasa Malaysia

• Financial Sales Consultant - Basic Income range from RM4,000 to RM 6,000 and included commission.

• Closing Date = 30 SEPT 15