Insurance Financial Advisor

DNA Malaysia WP.
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
2 days ago Be among the first 25 applicants
Company Description
DNA Malaysia is a financial advisory firm located in Sierra 16.
Our mission is to manage the financial risk that individuals and households may face while pursuing their dreams.
We believe that everyone deserves the opportunity to achieve their goals without worrying about financial setbacks.
Our team is passionate about motivating and supporting individuals in pursuing their dreams and providing them with the necessary financial guidance and protection.
Role Description
This is a full-time role for an Insurance Financial Advisor.
The Insurance Financial Advisor will be responsible for providing financial planning, retirement planning, and insurance services to clients.
The role involves assessing clients' financial goals and needs, recommending suitable insurance and investment products, and managing client portfolios.
The Insurance Financial Advisor will also provide ongoing financial advice and support to clients.
Qualifications
Knowledge of finance is a plus
Excellent communication and interpersonal skills
Ability to build and maintain client relationships
Passion in assisting clients in different life stages
Seniority levelEntry level
Employment typeFull-time
Job functionFinance and Sales#J-18808-Ljbffr