Financial Sales Consultant

Company Description

Qaizer Group is a leader in the financial services industry, known for our commitment to providing the highest standards of competency, service, and attention to our clients. Our vision of Changing Life Forever extends to empowering and enriching the lives of our consultants. We support our business partners and clients through our branches in Kuala Lumpur and Melaka, ensuring accessibility and superior service standards.

Role Description

This is a full-time hybrid role for a Financial Sales Consultant, based in WP. Kuala Lumpur with some work-from-home flexibility. The Financial Sales Consultant will be responsible for providing high-quality financial planning, managing investments, and developing retirement plans for clients. Day-to-day tasks include analyzing financial data, meeting with clients to assess their financial needs, and recommending financial products and services to help clients meet their financial goals.

Qualifications

• Expertise in Financial Planning, Retirement Planning, and Investments
• Strong Finance and Analytical Skills
• Excellent communication and interpersonal skills
• Ability to work independently and in a hybrid setting
• Studies in Finance, Economics, or related field
• Relevant certifications, such as CFP or CFA, are a plus
• Experience in the financial services industry is highly beneficial