Junior/Senior Financial Services Consultant (Top Malaysian Bank)
Salary undisclosed
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Core Duties:
- Sales: Actively market and sell a variety of SLMA/SLMT products to meet client needs, ensuring individual and branch sales targets are achieved.
- Client Service: Provide professional financial advice and product recommendations tailored to client circumstances, maintaining high levels of client satisfaction.
- Teamwork: Collaborate with Branch Manager and Banca Business Manager to align sales efforts with overall business objectives.
- Lead Management: Efficiently manage leads and follow-up activities to maximize sales opportunities.
- Performance Review: Regularly review performance with the Branch Manager to identify areas for improvement.
- Compliance: Ensure compliance with licensing and CPD requirements to maintain eligibility for selling SLMA/SLMT products.
Qualifications
- Preferably with 1 year working experience in insurance/takaful sales.
- Advance/Higher /Graduate, Diploma, bachelor's degree, Post Graduate Diploma, Professional Degree in any field.
- Possesses valid insurance license.
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