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Elite Financial Planner

Consulting
Full-time
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Cheras Kuala Lumpur, Kuala Lumpur

About The Job

  • Advise client to help to achieve financial goals and provide professional solutions for them.
  • Breed productive relationships to create prospective clients from various sources by networking, cold calling, using referrals etc
  • Responsible in maintaining good relationship with new clients
  • Resolve customer queries and issues to ensure customer satisfaction.

Job Requirements

- Age : 25 - 35
- Qualification : Diploma & Above (min 2 Years Working Experience Preferred)
- Own Transport
- Having a "Young & Energetic" Heart
- Entrepreneur Mindset

Our Culture

PROFICIENCY.PASSION.PARTNERSHIP

We emphasize on work life balance where we strongly encourage the culture of "Work Hard, Play Hard". There is strictly "NO AGE BARRIERS" among colleagues and we learn together to achieve more on Life Goals.

FINANCIAL ADVISORY

Our responsibility is to help clients achieve their personal and financial security goals through proper financial training and assist them in making the right decision on a wide range of financial products offered by AIA Bhd. Such as, Insurance Planning, Corporate solution, Mortgage loan, Estate Planning etc.
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