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- Market and sell wealth products, cross-sell, manage after-sales and hit targets while following regulations.
- Work with Unit Trusts, Insurance and Wills.
- Build and own a new market segment tied to your expertise, drive growth and impact!
Job Description
- Tasked with marketing and promoting a diverse array of wealth products and services, such as Unit Trusts, Insurance, and Wills, to prospective clients.
- Participate in cross-selling additional wealth products tailored to customer requirements.
- Foster and maintain long-term customer relationships while providing after-sales support.
- Comply with policies, regulatory requirements, and risk management standards.
- Aim to meet sales targets for all designated products.
- Identify and develop a new market segment aligned with your area of expertise.
Job Requirements
- Demonstrated strong business insight, with a proactive attitude and a high level of self-motivation.
- A minimum of 3 years of relevant experience in business-to-consumer sales, showcasing a proven success record.
- Experience in sales of retail banking products, especially in insurance and investment sectors, will be highly advantageous.
- A broad network of SME business relationships coupled with strong business insight.
- Possession of a Bachelor's degree in any field.
- Proficiency in English; knowledge of Mandarin/Cantonese is a plus.
- A strong enthusiasm for wealth management, investment sales, and client relationship building.
- Must have personal transportation and be open to travel.
- Willingness to obtain required industry certifications such as FIMM, PCE, CEILI, and CFP upon onboarding.
Skills
Sales Presentations
Customer Service
Budgeting
Microsoft PowerPoint
Setting Appointments
Microsoft Excel
Company Benefits
Recognition Programs
Recognition is tie to values -like creativity, accountability, teamwork, agility or passion -so you shine in your own way.
Work-Life Integration / Flexible Schedule
A flexible schedule -including the ability to work from home, as long as they meet deadlines and produce results.
Professional Development
We send you to self development courses when you meet the KPI set out.
Monthly Gathering
We do fun activities monthly. We work, eat, play, celebrate together.
Annual Family Gathering
We gather families for bonding activities every year.
No Need apply Annual leave
End of the day, result matters. You manage your time off. Just continue attending meeting and training.
Additional Info
Company Activity
Last active - few hours ago
Experience Level
4 - 7 Years of Experience
Career Level
Senior Executive
Job Specialisation
Company Profile
EWA ASIA SDN BHD
EWA is an integrated financial services solution provider, with our principle of being able to help customers to plan what matters for a sustainable financial future by protecting wealth and accumulating wealth. Our focus on integrating wealth protection and accumulation gives us the potential to meet not only our mission but also yours which is “Sustainable Financial Future".OUR CULTURE Behind our brand is a...