Financial Planner

Greatitude Advisory Group

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RM2.5K - RM10K

BAYAN BARU

Full-Time

Job Description

Our doors are opened to qualified candidates who wish to explore building a hybrid career through "financial planning + life planning + entrepreneurship" in the finance industry.

Benefits

Try-Out assignment to instill fundamental mastery
Income (monthly basic allowance + commission + incentives + reward) *unlimited earning
Training+Coaching+Mentoring in placed for new joiners under the tutelage of strong & experienced practitioners
Multiple overseas vacation trips per year
Work-Life balance achievable with flexible working hour

Job Requirements

We are looking for candidates who..

has extreme passion towards entrepreneurship
is eager to spin out from your corporate role to test your mettle
Eg. professionals, SMEs, housemakers, sales representatives, marketeers, customer-service personnel & etc.
is self-reliant, opportunity-focused, result-driven
has positive learning attitude to progress and want to be successful

Key Responsibilities

Provide professional consultation/advice to clients
Analyze market potential and closing sales
Financial Life Planning: Risk management, insurance, education, retirement & estate planning (will & trust)
Create and maintain meaningful relationship and experience with clients
Perform daily performance tracking & monitoring

Additional Info

Company Activity

Last active - few days ago

Experience Level

0 - 3 Years of Experience

Job Specialisation

Business Development, General Sales, Key Account / Relationship Management

Company Profile

Greatitude Advisory Group

This is a advisory group founded by a group of family members back in year 2012, with the initiatives of promoting financial security and wellbeing to our beloved friends and families.

We believe in a life that is lived to the fullest, each and every day. That's why we have made it our mission to make life great for everyone who comes into our lives.

Your family's financial security and overall wellbeing are what drives us. And to be continuously providing the right solutions for real life needs is what we are committed to do.

The financial industry can really provide for your family and give you the control over your future and how you spend your time, if done correctly. Most importantly, how your work could impact someone's family and life.

Visit us at our INSTAGRAM: greatitudeag / FACEBOOK: Greatitude Advisory Group to find more about us and let us show you how it's done.

Financial Planner

Greatitude Advisory Group

RM2.5K - RM10K

BAYAN BARU

Full-Time

This job is no longer available