注册资产规划师 - Sales Executive
YIZHU.my
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Undisclosed
Klang Valley
Full-Time
Job Description
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:
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
Additional Info
Experience Level
1 - 15 Years of Experience
Job Specialisation
Business Development, General Sales, Key Account / Relationship Management
Company Profile
YIZHU.my
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:
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.
