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注册资产规划师 - Sales Executive

Consulting
Full-time
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Klang Valley, Selangor

About The Job

We are looking for an awesome Sales Executive to join our Estate Planning team in our mission to well manage the wealth distribution of our clients. As a member of our team, you will be responsible for increase the public awareness of Estate Planning, understanding client's needs, providing solution, and post-services.

You will be working closing with every of our departments (Risk Management, Mortgage, and our Life Planner).

Responsibilities: 
  • Will drafting.
  • Fact finding on client individual / business financial health.
  • Unbiased advise to solve client's problem. 
  • Assist client on the family / business funding.
  • Increase public awareness on the importance of Estate Planning via different platform: Roadshow, Event, Social Media.

Job Requirements

  • Diploma & above 
  • English and Malay / Chinese 
  • Sales & Marketing, Finance and Banking Industries
  • Attentive person & Good in communication

Extra Plus For:
  • Real Estate or SME Owner
  • Financial Certificate: RFP, CFP or equivalent certificate

Our Culture

WHO WE ARE

VIP Group is a Financial Advisory headquartered in Bandar Botanik, Klang. We focus on the customised financial solutions to our clients needs, based on the deep, functional expertise garnered by our team.

Our services include:
  • Risk Management
  • Mortgage Solution (Mortgage Loan Advisory)
  • Corporate Solution (Retention & Employee Care)
  • Estate Planning (Wealth Distribution)
  • Business Buy Sell Agreement (Secure Partnership Protection)

We are a close-knit team/family that works hard and plays hard. We are in the midst of expanding and we are looking for awesome people! If you are a jack of all trades, able to take challenges head on, a team player, and a risk-taker, then we want you! 

Apply now and be a part of the family.

OUR PASSION

We approach to Total Financial Planning is holistic in nature that we look at all facets of a client's life to develop a plan that will enable our clients to achieve their life goal!

Our team is driven by integrity with a singular focus on "Doing the Right Thing and Doing it the Right Way" for our client!
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