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Wealth Advisor

Sales and marketing
Full-time
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Petaling Jaya, Selangor

About The Job

  • Design and implement effective marketing strategies to sell insurance coverage or compliment the client existing policies.
  • Advice potential clients on wealth management .
  • Appraise the wishes and demands of business or individual customers and sell the suitable protection plans.
  • Collect information from clients on their risk profiles in order to offer them the proper solution.
  • 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

  1. Diploma with 2 years of work experience, in any field OR Degree holder in any field.
  2. Between age 25 to 45
  3. Possess own transport and willing to travel.
  4. Can communicate well in English and Bahasa Malaysia with the ability to interact with people at all level.
  5. Honest and with integrity.
  6. Excellent customer service mind-set with the strong passion to serve.
  7. Dynamic, adaptable and self-motivated to serve existing corporate clients & referrals.
  8. Discipline and have high commitment
  9. Confidence, Target Oriented, Accept Challenges and Positive Working Attitude.
  10. Looking for energetic candidate eager to earn good money.

Our Culture

OUR VISION & MISSION

  • VISION
To be Malaysia’s Preferred Choice for Life Planner and Customer.

  • MISSION
To develop a well Structured Management through a systems that every Life Planner can follow and duplicate.

Why Join Us?

We provide a Great & Fun working environment where all are treated as a family. LOVE, CARE & SHARE  has been our culture and motto in this organisation.

1) Performance Incentive
This incentive provide to those who achieve target that have been set by company.

2) Continuing and Progressively Training & Support
We will provide continuous training and technical support to upgrade your knowledge and skills. Reliable leaders coaching you to greater heights in career and life journey.

3) Mentoring Culture
We believe mentoring is able to maximize your potential, develop your skills and improve your performance in the company. 100% proven successful system and formula provided.

ABOUT US

We are AIA Supreme Builder Advisory Agency. We are specialized in total financial services. We serve and help customers to achieve financial security in every stages of life. Due to company expansion, currently we are looking for high quality young, dynamic and discipline entrepreneur to join us to be part of our professional sales team. We want to genuinely engage in your life, providing the right financial solutions for you and your family. In a constantly changing world, people need a partner who understands and supports them through life’s challenges and opportunities to help them live Healthier, Longer, Better Lives.


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