Job Details
• Understand your Career Growth & Development Opportunities. • Research, Analyze and Understand the concept of Financial Services, Risk Management, Income Protection, Mortgage Loan, Estate Planning and others related fields. • Assess client’s overall financial picture, and understand their needs to devise an appropriate financial plan. • Provide customer with wide selection of Financial Products and Services. • Maintain ongoing relationships with clients, keeping them updated about any changes affecting their finances. • Attend meetings, seminars and programs to learn about new products, services & opportunities. • Marketing Strategy, Selling Concept and on Field Training. • Assist borrowers to obtain loans from several banks. • To advice how to save money on current home loan through Re-financing their property
Company Details
- Company Name: A-Clan Advisory
- Registration No.: CA0363060-H
- Address: 21A, Medan Angsana,
- Postcode: 11500, Ayer Itam
- State: Penang
- Tel: 0173884501
- Fax:
- Email: [email protected]
- Web Site: https://g.co/kgs/1ZnbTb4
- Contact Person: Carrie
Requirements
- Position Level: Non Executive
- Specialization: Sales / Marketing
- Industry Type: Insurance
- Vacancies: 5
- Closing Date: 2026-04-30
How to apply
Email [email protected] directly or call 0173884501 to apply for this job. Announce to them where you saw this posting.