Job Description · Maintains a healthy prospect bank by building stable referral channels and strong partnerships to ensure constant flow of sales · Proactively approaches prospective clients through face-to-face invitations, online messaging tools, or doing call-outs to secure appointments on a regular and constant basis · Conducts needs-based interviews to clients to uncover meaningful information and provide sound and holistic financial advice to help clients achieve their short-term and long-term financial goals · Analyzes financial data received from clients to develop financial management strategies and to provide a comprehensive plan that best suits client’s needs · Provides thorough discussion on the different financial solutions on investment, estate planning, protection, education, and investment and guides clients in making an informed decision · Ensures customer’s complete understanding of their major financial decision and discusses their full responsibility over the plan · Assists clients on any plan-related transactions and gives prompt and accurate response to client’s inquiries · Must be willing to learn and adapt to the ever changing financial needs of clients · Meets the key performance indicators specified by the company including production and persistency Perks · Flexible working hours · High Potential Income (write your own paycheck) · Earn up to 12 months bonus (Monthly Bonus) · Fast career growth · Travel around the world free w/ VIP accommodation · Get awards and recognition Qualifications · Open to any courses · Open to graduating students · Part time/Full time · Goal orientated · With good moral character · Coachable