Financial Consultant

PT VALBURY INDONESIA Posted: 20 Month

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Permanent Finance Less than 10,000,000 IDR Associate degree Grand Jati Junction, Jalan Perintis Kemerdekaan, Perintis, Medan City, North Sumatra, Indonesia

Duration of employment:

Permanent

Career field:

Finance

Salary (Monthly):

Less than 10,000,000 IDR

Qualification required:

Associate degree

Location of Job:

Grand Jati Junction, Jalan Perintis Kemerdekaan, Perintis, Medan City, North Sumatra, Indonesia

Description:

Performing customer financial needs analysis. Providing the right financial solutions for customers. Offer the right insurance products according to customer needs. Providing the best service (customer experience) to customers.

Task:
Plan and set client financial goals
Help manage client finances
Monitor financial plans
Providing client solutions if there are financial problems
Recommend investment needs for clients

Condition

Minimum D3 graduates are open to all majors
Female/male maximum age 35 years
Open to all majors
Have good communication
Able to work in team, individually and to the public
Able to master MS Word Office, Excel and power point

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