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Financial Consultant

Jaguar III Advisory
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RM 3500 - RM 6000

KLANG

Full-Time

Job Description

  • Willing to meet customer.
  • Provide financial plan and services to client for their financial needs, ranging from wealth protection, wealth accumulation, wealth preservation and wealth distribution.
  • Develop individual financial plans in wealth protection, wealth accumulation, wealth preservation and wealth distribution. 
  • Provide client's with individual plannings and future forecast. 
  • Communicate with client and follow up with all their requirements. 

Job Requirements

  1. PCE/CEILI/TBE Exam.
  2. Candidate must possess at least SPM, Diploma/Bachelor Graduated in Finance/Accountancy/Banking or equivalent.
  3. Candidate with experience in consulting field has a higher advantage! 
  4. Fluent in multiple languages. 
  5. Have good interpersonal skills and willing to offer tip-top service. 

Company Benefits

Work Life Balance

Outdoor activities such as : 1) Hiking 2) Football 3) Cycling

Meaningful Work

1. Helping people with solutions provided towards financial difficulties. 2. Bring awareness to the society, to prevent unforeseen losses in life.

Training Developement Program

1. Full Training Provided 2. Long Term Career Development

Recognition & Rewards

There's RM1,000,000 Cash Reward for candidates who achieved 5 times MDRT + 1 time COT!! Be A Star on Stage

Career Growth

Career Growth path in Financial Industry. Build your own team by our guidance and become Leader.

Overseas Incentives Trip

Grab incentives company trip with us.


Additional Info

Company Activity

Last active - few hours ago

Experience Level

0 - 7 Years of Experience

Job Specialisation

Corporate Finance / Investment, Retail Sales, Telesales / Telemarketing


Company Profile

Jaguar III Advisory-logo-image

Jaguar III Advisory

Jaguar III Advisory is established in Year 1997.We are Authorized Representative of AIA Berhad & AIA Public Takaful Bhd. One of the young, dynamic and consistent performing company in the leading financial sector. We are a one stop solution center where we offer a wide choice of financial services such as insurance products, home loan products and also will writing services via an extensive panel of trusted companies and banks. Jaguar III Advisory has experienced tremendous growth in business volumes resulting in our highest recent group achievement of RM2 million in new business for year 2021.

Our advisors understand every client has individual needs and goals, tailoring each financial to their unique situation that match the right financial products or services deal for them. 

Together with industry awards such as MDA District 2 Star Agency and MDRT member

Come start your journey as a financial advisor and build your sustainable career with us. By being Professional Life Planner, you are provided with valuable business opportunity to achieve your financial goal.


VISION
To become Mega Agency in Financial Industry.
MISSION
To produce :-
1) 100% Convention Qualifiers
2) Agency Leader
3) Agent get Agent 

CORE VALUE

1) Joy
2) Aggresive
3) Gratitude

To train all Jaguar III Advisory Financial Planner to become professional financial solution consultant and develop their profitable businesses.


company-logo-image

Financial Consultant

Jaguar III Advisory

RM 3500 - RM 6000

KLANG

Full-Time

This job is no longer available