Unit Trust Sales Representative

Location:
Kuala Lumpur/Selangor
(pls indicate your preferred work location when applying)
In this role, you will be:
Assisting our clients to establish their investment objective and promoting Unit Trust products according to their own risk profile
Promoting other financial planning products (i.e. Bancassurance, Will Writing, Dual Currency and Deposit) to prospective customers and assisting them to meet their short term and long term financial goal
Performing daily calling from leads provided to secure sufficient daily sales appointments
Establishes good relationships with branch staff and other departments to encourage strong referrals for continuous business generation
Requirements
Minimum SPM qualification (possess at least 5 passes including BM and 3 credits in any subject) with at least 3 years working experience
Experience in sales and customer service will be an added advantage
Result-oriented with desire to sell
Possess own transport and will...