Financial Sales Consultant

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We are one stop financial planning advisory, aim to assist young graduate to achieve work life balance.

Role Description

This is a full-time on-site role for a Financial Sales Consultant located in Johor Baharu. The Financial Sales Consultant will be responsible for providing financial planning services, advising on insurance, investments, and managing client portfolios based on their financial goals. The role will involve creating financial strategies for retirement planning and conducting financial analyses to assess and optimize clients' financial situations. The Financial Sales Consultant will also engage with clients regularly to review and adjust their financial plans as necessary.

Qualifications

• Skills in Financial Planning and Retirement Planning
• Experience with Investments and Finance
• Strong Analytical Skills
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Relevant qualifications in finance or related fields are a plus

Seniority level

Employment type

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