- Developing financial plans to help clients achieve their long-term and short-term financial goals.
- Advising clients on bank loan and refinancing product, depending on their financial goals.
- Assessing how certain life changes and financial status changes affect clients financial plans and adjusting such plans accordingly.
- Traveling to clients homes and places of business to consult with them.
- Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.
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- Possess minimum SPM.
- Candidate with the ability to converse in Mandarin is a plus.
- Having sales working experience will be preferred
- Good communication skill
- Possess a good interpersonal skills and actively interact with
- all levels of customer.
[Apply now at https://my.hiredly.com/jobs/jobs-malaysia-ae-finansure-services-job-loan-specialist]
