Business Development Executive
Full-time
Junior Executive
1 month ago
This is a full-time hybrid role for a Sales & Marketing Executive located in Butterworth with some flexibility for remote work. The successful candidate will be responsible for day-to-day sales, marketing, and customer se...
This is a full-time hybrid role for a Sales & Marketing Executive located in Butterworth with some flexibility for remote work. The successful candidate will be responsible for day-to-day sales, marketing, and customer service activities, providing finance advice and solutions to clients.
Responsibilities:
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients.
- Customize financial plans according to client's 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:
- Proven experience as a financial planner or similar role; experience in sales or customer service is an asset.
- Ability to analyze financial information and comply with regulations.
- Good ethics, with a customer-oriented attitude.
- Outstanding communication skills, with the ability to foster long-term relationships.
- Academic background in Business, Finance, or a related field.
Perks & Benefits
- Commission and bonus
- Nearby public transport
- Flexible working hours
- Regular team activities
- Company trips
- Personal development opportunities
Founded in 2010, Ultimate Solution Consultancy (USC) is a financial planning agency under Great Eastern Life Assurance (Malaysia) Berhad (GELM). We provide financial planning services to help ensure our clients are making the most of their resources and to protect them from uncertainty. Our services and products include life insurance plans, investment-linked plans, medical insurance, income protection, retirement planning, and legacy planning.
At USC, we believe that true wealth is not just about having a lot of money, but also about being able to use your resources to create a fulfilling life. That's why we are dedicated to helping our clients achieve both financial and health wellness so that they can live their best lives and reach their full potential.