Wealth Consultants

Great Vision Group
ashley-avatar-image

AI-generated summary

beta
speech-bubble-tail-image

Oops, looks like Ashley forgot to summarize this job! We apologize for the inconvenience. Please read the complete Job Description for full details and additional information.

Undisclosed

Office Based in Petaling Jaya

Full-Time

Job Description

Our role is about meeting people, getting to know their financial priorities & fill their GAP of achieving their financial goals with investment tools. You will be train to use simple tools to find the right solutions for your clients. Hence, it's important to have that "You care" attitude when you are in this business. Successful selected associate will FOCUS on investment or wealth management solutions to acquire client base. To value add & provide a more comprehensive service, associate will be train to develop client's other need such as RISK MANAGEMENT, FINANCING & ESTATE PLANNING. Income will be in multiple active & passive stream when you full fill your clients multiple needs with multiple vehicles. Being a selected candidate, you will be put through a 5 sessions kick start training of "How to reach out to your market with asset management solutions" Further on achieving an accumulation of business, u will be promoted to Assistant BDM with increment in comm. Most importantly, your learning curve & fun will never stops in any period of the career. Areas like team building, technical & products stuffs, concepts, selling & people skills, etc.

Job Requirements

-Are you a a strong believer in Financial Education can change life? -Do you feel job satisfaction by performing services to clients? -Ever thought of pursuing a lifetime career that is meaningful to society? -Is working for someone the last option on your career option list? -Ever thought of starting a service business that can benefits people around you? -No experience in finance is required. Background in finance is plus point. -We are committed to train the right candidate with the right attitude. -Our training are proven practical where "We Sell the way we would Buy". 10 candidates will be shortlisted & train by a GROUP of coaches. - Nationality : Malaysian - Education Min Diploma - Good interpersonal skills (A people person) - Experience in Sales & Marketing role. - Candidate between age 24 - 35 - Presentable appearance (attach a personal photo in your CV) - Posses own transport

Company Benefits

Multiple Income Model

With multiple entry approach, you can reach out to more clients & build multiple stream of income. We believe in holistic financial plan.

Speedy Career Promotion

With the right leadership, a key talent can rise from an associate to group agency manager in a year. Show us what you got.

Exclusive Foreign Trip Incentives

Our foreign trips are structured exclusively ONLY for our people. It means you go to places that you wont find in mass corporate incentives.

Customer Relationship Management System

We believe in customer retention through our inhouse powerful cloud CRM system

Proven Practical Client Approach System

Most people get rid of the annoying product pushing salesman. We believe in "selling the way you would buy" training.

Team Approach Marketing

We understand building your market by yourself is not an easy start. We develop ways to reach out more clients in GROUP with our TEAMWORK culture.


Additional Info

Experience Level

0 - 7 Years of Experience

Job Specialisation

Business Development, General Sales, Retail Sales


Company Profile

Great Vision Group-logo-image

Great Vision Group

Our financial entrepreneurs provide advisory services & solution to businesses & individuals to make sure their hard earned income are well working like them. We have a wealth management franchise business model that creates multiple active & passive income for our people to do what they love when they love what they do - reaching out clients with proper financial education & solutions. In this information era, there are more options & myths that leave most stuck and confused with their financial plan. We believe a simple yet fun financial education with proper implementation can change lives. Our clients can live in peace with their life goals achieved when they put their resources on the right vehicle at the right time. Being a leading financial advisory firm started 20+ years ago, we are an establish corporate with vast experience in building talents for financial services. While we have corporate cultures where each of our business unit runs like a startups environment & growth speed. You have best of both world working in the group.

Wealth Consultants

Great Vision Group

Undisclosed

Office Based in Petaling Jaya

Full-Time

This job is no longer available