Job Description:
- 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.
