
Financial Consultant
6 days ago
Overview
Senior Sales Manager @ Income | Financial Planning Advisory | Recruitment | Intrapreneur | Strategist | Peer Mentor
Responsibilities
Assess clients’ financial situation to help them work towards their financial goals.
Provide advice on insurance to help companies and individuals plan for their financial futures.
Help clients with financial planning in areas such as retirement, education, and investments.
Follow up with clients to assess how developments in their life might affect their financial plan.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Sales, Customer Service, and Business Development
Industries: Insurance
Johor Baharu, Johore, Malaysia 6 days ago
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