Financial Specialist

Provide consultative financial advisory services to meet both customers' and business owners' financial goals, transforming business opportunities into personal opportunities and vice versa Proactively offer Life, Health, General Insurance and Group Business solutions to potential customers and business owners Acquiring new customers and business owners through active participation in seminars, lunch talks, workshops and corporate events Capitalising business opportunities by acting on potential business leads from our database and setting up appointments with potential customers & business owners Maintaining long-lasting relationships with both existing and potential customers & business owners

Degree or Diploma in any discipline 2 years' sales experience will be an added advantage Passionate about helping customers achieve greater financial competency Able to manage relationships with HNW or Business owners Results driven and motivated by performance-based rewards Good communication, presentation and interpersonal skills Strong team work with a positive customer and corporate focused attitude Relevant CMFAS qualification : M5, M9 & 9A HI, BCP, PGI & CGI