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Financial Consultant

PT VALBURY INDONESIA
Grand Jati Junction, Jalan Perintis Kemerdekaan, Perintis, Medan City, North Sumatra, Indonesia - Indonesia
Postal code: 20218
Industry: Financial Services
Number of employees: 50-200

Posted:20 Month

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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

Permanent Finance Less than 10,000,000 IDR Associate degree 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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