Total 19,699 Investment Consultant job vacancies in The United States of America

Job Responsibilities:

• Record keeping of incoming applications from various Business Units.
• Manage and maintain files submission and ensure information is current at all times.
• Support credit staff on the requisition of clients' file and other administrative duties. 
• Prepare and maintain monthly statistics of applications received.
• Assist and coordinate the submission of monthly claims of staff within the department.

Requirements:

• Diploma in Business Administration, Accounting or equivalent. Minimum 2 years of related working experience for SPM holders. 
• Computer literate 

Perks & Benefits:

• Nearby to LRT Kerinchi Station
• Career progression with trainings provided
• Medical benefits inclusive insurance, dental and optical
• 16% employer EPF contribution

Job Summary :

The Corporate Sales Executive is responsible for developing and maintaining strong professional relationships with clients, understanding their business needs, and proposing solutions that meet these needs. This role typically involves negotiating contracts, managing client accounts, and achieving sales targets.

Key Responsibilities :

• Identify potential business clients through networking, cold calling, and industry research. Develop strategies to engage and secure new accounts.
  
  
• Maintain and enhance relationships with existing clients. Ensure that clients are satisfied with the company’s products or services, address any issues, and encourage repeat business and referrals.
  
  
• Prepare and deliver presentations to clients and prospects, highlighting the benefits of the company’s products or services tailored to their specific business needs.
  
  
• Negotiate terms and conditions of sales contracts and close agreements to maximize profits.
  
  
• Conduct market research to identify selling possibilities and evaluate customer needs. Stay updated on industry and market trends that can affect sales.
  
  
• Develop effective sales strategies and plans to achieve sales targets, aligning with the company's overall business goals.
  
  
• Generate and submit sales reports and track sales performance against targets. Provide management with insights and feedback gained from client interactions.
  
  
• Work closely with other departments, including marketing and customer support, to improve overall customer experience and satisfaction.

Skills and Qualifications :

• Proficient in building and maintaining professional relationships.
  
  
• Able to convey information effectively in both one-on-one and group presentation situations.
  
  
• Skilled in securing profitable agreements and tactfully handling objections.
  
  
• Able to develop strategic sales plans based on company goals and market trends.
  
  
• Competent in analyzing data and sales statistics to inform approaches and report to upper management.
  
  
• Comfortable using CRM software and other sales applications.
  
  
• A bachelor’s degree in Business Administration, Marketing, Economics, or a related field is often required.

Experience :

Experience in sales, especially B2B sales, is highly desirable. Previous roles in a specific industry may also be beneficial depending on the sector the company operates in.

Perks & Benefits

• Personal leave
• Personal development opportunities

The Application Consultant
is responsible for managing all software implementation and professional service delivery assigned. The requirements and key attributes required for this position are the Responsibilities:

Professional Services:

• Provide application and business analyst consulting services.
• Identify solutions by understanding client requirements and researching the options available in our software products.
• Develop functional specifications for customers.
• Conduct software implementation including education and training for customers.
• Develop and update project management documentation.
• Communicate with customers punctually and professionally.
• Project Management.
• Customer Support Services.
• Assist clients with software bugs/faults & inquiries.
• Help Desk Services for Software Support Services.

Skills & Attributes:

• Accountable and strong ownership in performing assigned tasks.
• Understanding of client service philosophies
• Knowledge of business practices, standard policies & procedures of the company's software products. Knowledge of Dealer Management Systems (DMS) and the automotive Industry will be an added advantage.
• Proficient with personal computer tools, preferably Microsoft Windows, Word, Excel, PowerPoint, and Project.

Outlook and Attitude:

• Motivated to work with minimal supervision.
• Desire to achieve set goals.
• Ability to deal with clients at all levels.
• Maintain a positive attitude towards your work, colleagues and customers.
• Respect the customer's requests, maintaining a polite attitude at all times.

Qualification:

• Degree in Computer Science, Information Systems, Business Administration, Accounting, or equivalent from a recognized Malaysian university.
• Working experience in implementing business applications such as HRMS, ERP, Accounting, and Manufacturing application software is an added experience.
• Interns are welcome to apply.

Perks & Benefits

• Dental Allowance.
• Medical Allowance.
• Travelling Allowance.
• 5-Days Work Week
• WFH Flexibility.
• Employees Provident Fund (EPF), Social Security Organization (SOCSO) insurance, and Annual leave.

Job Description

• Engage with customers to understand their needs and preferences.
• Explain and educate customers on product specifications and pricing.
• Maintain accurate customer records and sales documentation.
• Ensure timely follow-ups with customers to maintain good customer relationships and close sales.
• Resolve any customer concerns or complaints in a professional and timely manner.
   

Job Requirements ;

• Sales experience is preferred.
• High school, diploma, higher diploma, and/or tertiary graduates or a related field
• Able to work independently with minimal supervision
• Excellent communication and interpersonal skills
• Ability to understand customer needs and provide solutions
• Strong sales and negotiation skills
• Knowledge of pricing and product specifications
• Ability to work independently and meet sales targets
• Must willing to travel; locally and/or outstation with own transport, allowances will be provided accordingly

Remuneration and Benefits

• Attractive commission based on performance
• Handphone & Company line will be provided
• Petrol and Toll Allowance will be provided
• Car Allowance will be provided

Job Description

• Engage with customers to understand their needs and preferences.
• Explain and educate customers on product specifications and pricing.
• Maintain accurate customer records and sales documentation.
• Ensure timely follow-ups with customers to maintain good customer relationships and close sales.
• Resolve any customer concerns or complaints in a professional and timely manner.
   

Job Requirements 

• Sales experience is preferred.
• High school, diploma, higher diploma, and/or tertiary graduates or a related field
• Able to work independently with minimal supervision
• Excellent communication and interpersonal skills
• Ability to understand customer needs and provide solutions
• Strong sales and negotiation skills
• Knowledge of pricing and product specifications
• Ability to work independently and meet sales targets
• Must willing to travel; locally and/or outstation with own transport, allowances will be provided accordingly

Remuneration and Benefits

Attractive commission based on performance
Handphone & Company line will be provided
Petrol and Toll Allowance will be provided
Car Allowance will be provided

Job Requirements ;

• Sales experience is preferred.
• High school, diploma, higher diploma, and/or tertiary graduates or a related field
• Able to work independently with minimal supervision
• Excellent communication and interpersonal skills
• Ability to understand customer needs and provide solutions
• Strong sales and negotiation skills
• Knowledge of pricing and product specifications
• Ability to work independently and meet sales targets
• Must willing to travel; locally and/or outstation with own transport, allowances will be provided accordingly

Job Description

• Engage with customers to understand their needs and preferences.
• Explain and educate customers on product specifications and pricing.
• Maintain accurate customer records and sales documentation.
• Ensure timely follow-ups with customers to maintain good customer relationships and close sales.
• Resolve any customer concerns or complaints in a professional and timely manner.

Remuneration and Benefits

• Attractive commission based on performance
• Handphone & Company line will be provided
•  Petrol and Toll Allowance will be provided
• Car Allowance will be provided

• To service existing customer base and be proactive in identifying new customer
• To reactivate inactive / dormant customers to expand customer base
• To drive sales and ensure customers are updated with latest product offerings
• To prepare quotation, follow up on sales, and provide after sales service to customers within assigned territory
• To collaborate closely with SRI’s production and logistics teams to ensure smooth order progress
• To ensure customers' payments are made on a timely basis
• To provide regular status reports to sales management which include forecast, pipeline and activity summary information to ensure department KPIs are met
• To develop actionable sales strategies together with sales management in order to achieve and / or exceed the team sales target

Job Requirements:

• 1-2 years of working experience in a related field is an advantage
• Excellent in verbal and written communication in English and Malay, Mandarin is an added advantage
• Able to work independently, be highly motivated and target driven
  Proficiency in Microsoft Excel
• Experience with using Oracle Netsuite is a bonus

Perks & Benefits

• Commission and bonus
• Allowance (travel stipends, transportation, etc.)
• Medical insurance

Responsibility

• Deliver fair outcome to our customers and ensure the quality of service in place.
• Actively share customer feedback with internal departments to improve the customer experience.
• Actively respond to the feedback received from social media.
• Work with internal teams to ensure the pre & post service for all products are in place.
   

Requirements

• With 1+ years of hands-on experience in the fintech or blockchain industry.
• Familiar with professional English email writing.
• Ability to articulate issues or problems to internal departments.
• Knowledge of blockchain would be an advantage.
• The ability to communicate in Mandarin would be an advantage.
• Good and positive attitude with a keen interest in learning.
   

Benefits

1. Competitive pay package (base salary + transportation allowance + night shift allowances + generous KPI bonus programme + annual bonus).
2. Excellent growth and advancement opportunities: we offer you support, skill development, coaching opportunities, and training programmes to help you succeed.
3. Employee engagement, recognition, and appreciation programmes
4. Annual Leave, Sick Leave, Hospitalization Leave, Wedding Leave, Maternity Leave, Paternity Leave, and a variety of other benefits are available.
5. Comprehensive insurance coverage
6. Festival gifts, Wedding gifts, birthday vouchers, etc.
7. Team Building

Responsibilities:

• Analyze clients' financial statuses.
• Examine and suggest financial opportunities.
• 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:

• Proven experience as unit trust consultant; experience in sales or customer service is an asset.
• Ability to analyze financial information and comply with regulations.
• Proficiency in electronic tools 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.
• Minimum SPM qualified and above.
• 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

• Commission and bonus
• Flexible working hours
• Casual dress code
• Regular team activities
• Company trips
• Open culture
• Personal development opportunities

Job Description

• Engage with customers to understand their needs and preferences.
• Explain and educate customers on product specifications and pricing.
• Maintain accurate customer records and sales documentation.
• Ensure timely follow-ups with customers to maintain good customer relationships and close sales.
• Resolve any customer concerns or complaints in a professional and timely manner.
   

Job Requirements ;

• Sales experience is preferred.
• High school, diploma, higher diploma, and/or tertiary graduates or a related field
• Able to work independently with minimal supervision
• Excellent communication and interpersonal skills
• Ability to understand customer needs and provide solutions
• Strong sales and negotiation skills
• Knowledge of pricing and product specifications
• Ability to work independently and meet sales targets
• Must willing to travel; locally and/or outstation with own transport, allowances will be provided accordingly

Remuneration and Benefits

• Attractive commission based on performance
• Handphone & Company line will be provided
• Petrol and Toll Allowance will be provided
• Car Allowance will be provided

Job Scope 工作范围:

• Building relationship & network with stakeholders from various background.
  (与各种背景的利益相关者, 建立关系。)
• Responsible for consult stakeholders for risk management with insurance, will, trust, estate planning, investment, etc) (负责为利益相关者, 提供有关风险管理、保险、遗嘱、信托、房产规划、投资等方面的咨询服务。)
• Engage in sales and marketing events. (参与销售和营销活动。)
• Provide follow up on the policy servicing services to customer, i.e: payment mode, change in plans, trustee appointment, top-ups, etc. (为客户提供保单服务的后续跟进，例如：付款方式、计划变更、受托人任命、增加投资额等。)
• Providing professional financial advisory services, guiding stakeholders based on their requirement. (提供专业的财务咨询服务，根据利益相关者的要求进行协调。)
• Negotiating with stakeholders according to their requirements for contracts.
  (根据利益相关者的要求进行合同谈判。)

Requirement 需求:

• Applicable for Malaysian only (只限马来西亚公民)
• Diploma/ Degree/ Bach Degree (文凭/学位/学士学位)
• Part Time/Full Time/Fresh Graduates are encouraged to apply
  (兼职/全职/应届毕业生均可申请)
• Candidates with business, finance, sales & marketing background are welcome to apply (拥有商业、金融、销售和营销背景的候选人欢迎申请)

Perks & Benefits 福利待遇

• Basic + Commission and bonus (基本工资 + 佣金和奖金)
• Flexible working hours (灵活的工作时间)
• Training will be provided (提供培训)
• Regular team activities (团队活动)
• Company trips (公司旅行)
• Allowance (travel stipends, transportation, etc.)(津贴（旅行津贴、交通津贴等）)
• Personal development opportunities (个人发展机会)

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 provide suitable financial services.
• Find and approach prospective clients.
• Build strong relationships to retain existing clients.
• Maintain updated knowledge of regulations, practices, and financial services.

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.
• Possess at least a Diploma in accounting, finance, business administration or relevant field

Perks & Benefits

• Commission and bonus
• Central location
• Flexible working hours
• Casual dress code
• Personal development opportunities
• One To One Products Training Will Be Provided

Job Description

• Engage with customers to understand their needs and preferences.
• Explain and educate customers on product specifications and pricing.
• Maintain accurate customer records and sales documentation.
• Ensure timely follow-ups with customers to maintain good customer relationships and close sales.
• Resolve any customer concerns or complaints in a professional and timely manner.
   

Job Requirements ;

• Sales experience is preferred.
• High school, diploma, higher diploma, and/or tertiary graduates or a related field
• Able to work independently with minimal supervision
• Excellent communication and interpersonal skills
• Ability to understand customer needs and provide solutions
• Strong sales and negotiation skills
• Knowledge of pricing and product specifications
• Ability to work independently and meet sales targets
• Must willing to travel; locally and/or outstation with own transport, allowances will be provided accordingly

Remuneration and Benefits

• Attractive commission based on performance
• Handphone & Company line will be provided
• Petrol and Toll Allowance will be provided
• Car Allowance will be provided

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 provide suitable financial services.
• Find and approach prospective clients.
• Build strong relationships to retain existing clients.
• Maintain updated knowledge of regulations, practices, and financial services.
   

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.
• Possess at least a Diploma in accounting, finance, business administration or relevant field
   

Perks & Benefits

• Commission and bonus
• Central location
• Flexible working hours
• Casual dress code
• Personal development opportunities
• One To One Products Training Will Be Provided

Responsibilities:

• Define project goals and objectives.
• Monitor and analyze project effectiveness using qualitative and quantitative tools.
• Recommend and implement modifications to improve effectiveness and attain project milestones.
• Organise, coordinate and monitor activities of assigned projects to develop and implement procedures,processes and systems.
• Educate employees in methods to ensure project continuity and completeness.
• Create detailed task lists and work effort assessment.
• Arrange short and long-term resource allocation plans based on input from all key players and team members.
• Manage schedules and risk management plans and provide serious deviations warnings hindering project results.
• Identify changes in work scope in the project plan.
• Ensure to take appropriate planning measures with all clients to reassess, renegotiate and amend scope of work responsibilities, proposals, contracts and budgets.
• Evaluate and analyze with team risks and issues compromising project results and develop plans to mitigate them.
   

Requirements: 

• Proven work experience as a Project Planner or similar role.
• Familiarity in project management, from conception to delivery.
• An ability to prepare and interpret flowcharts, schedules and step-by-step action plans.
• Outstanding organizational skills, including multitasking and time-management.
• Excellent client-facing and teamwork skills.
• Knowledgeable with risk management and quality assurance control.
• Good working knowledge of Microsoft Project and Microsoft Planner.
• Hands-on experience with project management tools.

Perks & Benefits

• EPF
• SOCSO
• Commission and bonus
• Allowance (travel stipends, transportation, etc.)
• Annual Leave
• Company Trip
• Paid Sick Leave
• Annual Dinner