Business Associate - Investment & Insurance (Commission Only)

Role & responsibilities

• Identify and source potential retail, HNI, and UHNI clients interested in opening wealth management, stock trading, or insurance accounts.
• Connect with prospective clients via digital marketing, personal networking, or social media to introduce our corporate investment platform.
• Categorize potential leads based on their financial profile into predefined target segments (Retail, HNI, or UHNI).
• Securely upload qualified leads into the Company's backend tracking system for immediate assignment to our advisory team.
• Act as a bridge between the client and our certified specialists until the account activation phase.

Preferred candidate profile

• Excellent communication, networking, and relationship-building skills.
• Ability to work independently from home with a smartphone/laptop and reliable internet connectivity.
• Past experience in sales, banking, insurance, network marketing, or digital lead generation is a major plus but not mandatory.