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Jobs in Malaysia   »   Jobs in Johor Bahru   »   Finance / Banking / Insurance jobs   »   Accelerated Insurance Manager Development Program ( based in Johor Bahru only )

Accelerated Insurance Manager Development Program ( based in Johor Bahru only )

Johor Bahru, Johor, MY

Responsibilities:

  • Analyze clients' financial statuses.
  • Examine and suggest financial solutions
  • Solutions includes life insurance, unit trust, PRS, wills, wasiats & trusts
  • Develop sound plans and budgets for clients.
  • Customize financial plans according to clients' changing needs.
  • Help clients implement their plans and carry out transactions.
  • Present and sell suitable financial products and services.
  • Find and approach prospective clients.
  • Build strong relationships to retain existing clients.
  • Maintain updated knowledge of regulations, practices and financial products.

 

Requirements:

  • Must reside in Johor Bahru only
  • Proven experience as financial planner or similar role; experience in sales or customer service is an asset.
  • Ability to analyze financial information and comply with regulations.
  • Proficiency in MS Office and CRM systems.
  • Keen eye to detail and strong math skills.
  • Good ethics, with a customer-oriented attitude.
  • Outstanding communication skills, with the ability to foster long-term relationships.
  • Valid professional license (e.g. Series 7 & 66).
  • Possess at least a Bachelor's Degree in accounting, finance, business administration or relevant field; professional certification (e.g. CFP) is a plus.

Perks & Benefits

  • Central location
  • Flexible working hours
  • Personal development opportunities

Job Location
15-01, Jalan Pertama 2, Pusat Perdagangan Danga Utama, 81300 Johor, Malaysia
Click to view the location on Google maps

✱   This job post has expired   ✱
Company Overview

Echelon Consulting Group ( ECG ) exists to find solutions for insurance, investments and wills/wasiats/trusts that are right for you, your family, and your business. Success for ECG has always been based on one overriding core value: “to do what is right the first time”. We exist to provide the best value to our clients through the strength of the “agent-to-client” relationship with quantifiable and qualifiable advice.

Company Summary
ECHELON CONSULTING GROUP - PLT
http://www.echelonconsultinggroup.com.my/
26-50 employees
Insurance / Pension Funding
Like ECHELON CONSULTING GROUP - PLT

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