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UPVANTAGE GROUP

Financial Solutions Partner

Early Applicant
  • a month ago
  • Be among the first 50 applicants

Job Description

Are you looking for:
  • Enjoy the freedom to manage your own schedule.
Your hard work directly impacts your incomethere's no limit to what you can earn.
Thrive in a positive, politics-free work environment. Look forward to exciting annual trips as part of our team rewards.
  • 2 Fast-track your career with promotion opportunities within two years.
  • What Were Looking For:
A Passion for Financial Security (): A genuine desire to help others secure their financial future.
  • Eager for Change (): Someone who is motivated to drive positive change in the lives of others.
Willing to Learn (): A proactive approach to learning and professional development.
  • Key Responsibilities:
Insurance Solutions: Provide personalized insurance recommendations to protect clients assets and loved ones, addressing their unique financial needs.
Estate Planning: Assist clients in creating comprehensive estate plans that ensure their wealth is transferred smoothly and according to their wishes.Will Writing: Guide clients through the process of drafting and finalizing wills, ensuring their intentions are clearly documented and legally sound.
  • Client Relationships: Build and nurture strong relationships with clients, becoming their trusted advisor for all things related to financial protection and legacy planning.
Continuous Learning: Stay up-to-date with industry trends and regulations to provide the most current and effective solutions to clients.

Job Types: Full-time, Part-time, Fresh graduate

Pay: RM8,
  • 00 per month

    Expected hours: 10 20 per week

    Benefits:
  • Flexible schedule
Health insurance
  • Opportunities for promotion
Professional development
  • Work from home
Schedule:
  • Monday to Friday
Supplemental Pay:
  • Commission pay
Performance bonus

Language:

* Mandarin (Preferred)

More Info

Industry:Other

Function:Finance

Job Type:Permanent Job

Skills Required

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Date Posted: 25/10/2024

Job ID: 98036957

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