Job Responsibilities:
– Provide estate planning services to client refer by corporate office.
– Tie-ups Rockwills Business Solution and corporate sales support channel.
– Maintain and source for new referral channels to enhance lead generation.
– Maintain good rapport with all referral channels.
– Plan and organise marketing activities with referral channels.
– Prepare biweekly and monthly sales reports.
Requirements:
– Candidate must possess at least Degree in Finance Planning, Accounting, Law, or any other related fields.
– Minimum 1-year relevant working experience.
– Excellent verbal and written communication skills.
– Good command of written and spoken in English. Candidates fluent in mandarin preferred as role requires candidate to deal with mandarin speaking clients and doing translation works.
– Proficient computer skills, Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel).
– Independent, initiative, and able to work under minimum supervision.
– Able to multitask, prioritize, and manage time efficiently.
– Applicants must be willing to report to work at Petaling Jaya.
