Financial Advisor
Job Summary
Aspire Group is seeking a Financial Advisor to meet and advise clients on their financial protection and planning needs. The role involves recommending suitable insurance and takaful solutions and building a client portfolio through networking. Candidates will receive comprehensive training and mentorship to build a successful career in financial services.
Responsibilities
- Meet and advise clients on financial planning
- Recommend insurance and takaful solutions
- Build client portfolio and long-term relationships
- Conduct financial reviews and prepare proposals
Required Skills
- Minimum SPM, Diploma or Degree
- Good communication in Bahasa Malaysia and English
- Sales or customer service experience is an advantage
- PCEIA, CEILLI, PCIL or TBE certification is a plus
Job Details
What You’ll Be Doing
* Meet and advise clients on their financial protection and planning needs.
* Recommend suitable insurance and takaful solutions based on clients’ goals and financial situation.
* Build your client portfolio through networking, referrals, social media and business development activities.
* Conduct financial reviews and prepare personalised financial proposals.
* Build long-term client relationships by providing excellent after-sales service.
* Attend weekly training, coaching and team development sessions.
* Participate in company campaigns, roadshows and client engagement activities.
* Plan and manage your own schedule to achieve personal performance goals.
Requirements
* Malaysian aged 25–50
* Minimum SPM (5 Credits), Diploma or Degree
* Career changers are welcome
* Sales, banking, customer service or financial services experience is an advantage but not required
* Good communication skills in Bahasa Malaysia and English
* Mandarin is an added advantage
* Own transportation preferred
* Candidates with PCEIA, CEILLI, PCIL or TBE certification are highly encouraged