Wealth Advisor

Position : Wealth Advisor
Company : ALC Platform Sdn Bhd
Contract : Full Time

Salary : RM3,000.0 - RM8,000.0 Per Month

Location : Petaling Jaya, Selangor
Postcode : 47400

Posting Date : 18 Feb 2021
Closing Date : 20 Mar 2021

Academic Qualification :
Language Requirement : English,Malaysia

Job Responsibility

• Calling potential clients to expand their customer base
• Explain various insurance policies and help clients choose plans that suit them
• Interview prospective clients to get data about their financial resources and discuss existing coverage
• Explain the features of various policies
• Analyze clients current insurance policies and suggest additions or changes
• To handle all sales related enquiries from existing and new client
• To maintain and enhance business relationship with current and potential client
• Assisting clients for Personal and Business Wealth Planning
• Lead a team sourcing wealth management product
• To offer financial solution varies from mortgage advisory and estate planning to target market segment

Job Requirements

• Candidate with possess SPM must have working experience 1 year(s) and above
• Fresh Graduate possess Bachelor's Degree/Post graduate Diploma are welcome
• Willing to learn, Self-confident, target driven and self-motivated
• Able to converse in English, Mandarin and Malay
• Outgoing character with good attitude and communication skill will be an added advantage
• Highly motivated and possess entrepreneur qualities will be an added advantage
• Possess own transport and willing to travel within Malaysia

Job Benifits

• Free training and coaching programmes
• Offering you with good salary
• Bonuses
• Time flexibility
• Opportunity to earn high, consistent income
• Basic salary + Commission + Bonus
• Free company trip for those who achieve the sales target
• Award recognition for top producers

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