Job title: Financial Consultant
Company: VLC Elite Wealth Solutions Plt
Job description: VLC Elite Wealth Solutions Plt Hiring! Hybrid Financial Consultant in Selangor, Earn up to MYR 8,000 – Ricebowle.target.src = ‘https://files.ajobthing.com/assets/premium-job/premium-default-banner.png'” class=”object-contain aspect-companyBanner w-full” data-v-7e51898e>Financial ConsultantReportFollowMYR5,000 – MYR8,000 Per Month,Fresh GraduatesFewer than 10 applicants. Your chances are good!Posted 2 hours ago • Closing 12 Jul 2025Fewer than 10 applicants. Your chances are good!SaveApplyRequirements1. Education & Qualifications
- Minimum SPM / Diploma / Degree in any field
- Fresh graduates are encouraged to apply
- Financial certifications (e.g., PCEIA, CEILI, TBE, CFP, RFP) are an added advantage
2. Skills & Competencies
- Strong communication and interpersonal skills
- Passionate about helping others plan their financial future
- Sales-driven with high self-motivation and discipline
- Good analytical thinking and problem-solving ability
- Tech-savvy with the ability to adapt to digital tools and CRM platforms
3. Experience (Preferred but Not Mandatory)
- Background in insurance, banking, finance, or sales is a plus
- Experience in client relationship management or financial consulting is advantageous
4. Personal Traits
- Positive attitude and growth mindset
- Eager to learn and open to continuous personal development
- Able to work independently and as part of a team
- Professional appearance and conduct
- Sensible, tactful, and emotionally intelligent when dealing with clients
- Strong sense of urgency and responsibility in following up with clients and tasks
5. Language Proficiency
- Proficiency in English, Bahasa Malaysia, and Mandarin (spoken and written) is preferred to serve a diverse client base
6. Transportation
- Must possess own transport and be willing to travel for appointments and client meetings
Responsibilities1. Client Consultation & Financial Needs Analysis
- Conduct detailed financial assessments for clients to understand their goals, needs, and risk tolerance
- Provide expert advice on suitable insurance products, retirement planning, wealth management, estate planning, and investment options
- Develop customized financial plans that address the specific needs and aspirations of each client
2. Sales & Business Development
- Generate leads through networking, referrals, and prospecting
- Conduct presentations and meetings with potential clients to discuss financial planning solutions
- Drive sales and achieve personal and team targets
- Build and maintain a pipeline of prospective clients, ensuring regular follow-ups and timely closures
3. Client Relationship Management
- Foster long-term relationships with clients, ensuring their ongoing satisfaction and trust
- Provide ongoing support and advice to clients, especially during life changes (e.g., marriage, retirement, children, etc.)
- Regularly review clients’ financial portfolios and adjust strategies as needed to keep them on track with their goals
4. Financial Product & Market Knowledge
- Stay updated on the latest financial products, market trends, and regulatory changes
- Continuously upgrade knowledge and certifications to provide clients with relevant and up-to-date financial solutions
5. Documentation & Administrative Duties
- Complete and maintain accurate client records and documentation in compliance with industry regulations
- Ensure all policies, contracts, and documentation are processed efficiently and accurately
- Collaborate with internal teams to manage client queries, claims, and policy adjustments
6. Achieving Sales Targets & KPIs
- Meet and exceed monthly, quarterly, and annual sales targets set by the company
- Actively monitor personal performance, ensuring consistent growth and achievement of business objectives
7. Collaboration & Team Support
- Work closely with other team members and management to share best practices and achieve agency goals
- Participate in team meetings, training, and development sessions to enhance individual and team performance
Benefits
- Flexible working hours
- Yearly company trips
- Incentive/bonus program
- Staff discount & perks
- Mentor mentee program
SkillsSales Management Analytical Thinking Adaptability Emotional Intelligence Administration Management Risk AssessmentImportant InformationNever provide your bank or credit card details when applying for jobs. Do not transfer any money or complete unrelated online surveys. If you see something suspicious, Report this Job ad.
Expected salary: 8000 per month
Location: Seri Kembangan, Selangor
Job date: Fri, 13 Jun 2025 07:32:40 GMT
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