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Financial Consultant Senior

  • Full Time, onsite
  • Agensi Pekerjaan Smarttrend Sdn. Bhd.
  • Subang Jaya, Malaysia
RM 4,000 - RM 6,000 / Per Mon


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1.Market and sell a wide range of SLMA/SLMT Products suitable to client's needs.

2. To achieve individual sales target and contribute towards the achievement of the branch target.

3. To provide professional advice and appropriate financial products based on bank client needs.

4. Work with Branch Manager (BM) and Banca Business Manager (BBM) to ensure sales activities are in line with business direction.

5. To ensure client satisfaction and provide excellent service after sales.

6. To plan promptly on all leads and follow up activities.

7. Review performance with Branch Manager.

8. Responsible to ensure licensing and CPD requirement is met prior to selling SLMA/SLMT Products.

1. Qualification: Advanced/Higher/Graduate Diploma, bachelor's degree, Post Graduate Diploma, Professional Degree in ant field.

2. Insurance Licensing: PCIL or TBE - Part A & C (Full License)

3. Experience/Knowledge: 3 years of working experience in insurance/takaful sales, with good sales track records, Trip Qualifier.

Health Insurance, Dental Insurance, Performance bonus, Transportation Allowance, Minimum 1 days of Annual Leave