About the role
Join the dynamic team at TodayPlus Holding Sdn. Bhd. as Sales Advisor. In this full-time position based in Petaling Jaya, Selangor, you will be responsible for providing expert financial planning advice to our valued clients. With qualified leads provided, you'll have the opportunity to build long-term relationships and help clients achieve their financial goals.
What you'll be doing
- Analysing clients' financial situations and investment portfolios to identify their needs and goals
- Developing personalised financial plans and investment strategies to help clients reach their objectives
- Presenting financial recommendations and educating clients on investment products and services
- Monitoring and reviewing clients' portfolios to ensure they remain aligned with their financial plans
- Maintaining strong relationships with clients through regular communication and reviews
- Staying up-to-date with financial market trends, regulations, and industry developments
What we're looking for
Relevant tertiary qualifications in any related fieldMinimum 1 year of experience in sales roles, however those without experience can be considered.Strong analytical and problem-solving skills with the ability to understand complex financial conceptsExcellent communication and interpersonal skills to build trust with clientsKnowledge of financial products, investment strategies, and regulatory requirementsA proactive and customer-centric approach with a genuine interest in helping clients achieve their financial goalsWhat we offer
At TodayPlus Holding Sdn. Bhd., we are committed to providing our employees with a supportive and rewarding work environment. You can expect :
Competitive remuneration and performance-based bonusesComprehensive training and professional development opportunitiesFlexible work arrangements to promote work-life balanceAccess to exclusive employee benefits and discountsA collaborative and inclusive company culture that values teamwork and innovationAbout us
TodayPlus Holding Sdn. Bhd. is a leading financial services provider, dedicated to helping individuals and businesses achieve their financial goals. With a strong focus on innovation and client-centric service, we have established a reputation for excellence in the industry. Join our team and be a part of our ongoing success story.
Apply now for this exciting opportunity to become a Sales Advisor with TodayPlus Holding Sdn. Bhd.