Unit Trust Agent

Company Description

Founded in 2018, FinAIMS is a financial services company focused on financial planning and investment solutions for both individuals and corporations. We help clients manage, grow, and protect their wealth through structured, practical, and tailored strategies aligned with their financial objectives.

Backed by more than 50 years of combined industry experience, FinAIMS is driven by strong values, professionalism, and a commitment to excellence. We place a strong emphasis on personal and professional development, providing continuous training and growth opportunities for individuals seeking to build a career in financial consultancy, while creating meaningful and long-term impact for our clients.

Role Description

This is a full-time, on-site Sales consultant role. The Sales Consultant will be responsible for building and maintaining client relationships, understanding clients' financial needs, and recommending suitable financial plannin...