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Financial Services Consultant

RM 4,000 - RM 4,000 / Per Mon

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JOB RESPONSIBILITIES:

  • Branch-based sales.
  • Penetrate branch walk in clients & branch database clients / Mass clients.
  • Work closely with LG (lead generator) to provide warm leads.
  • Mobilized and willing to travel.
  • Market and sell a wide range of SLMA/SLMT Products suitable to client's needs.
  • To achieve individual sales target and contribute towards the achievement of the branch target.
  • To provide professional advice and appropriate financial products based on bank client needs.
  • Work with Branch Manager (BM) and Banca Business Manager (BBM) to ensure sales activities are in line with business direction.
  • To ensure client satisfaction and provide excellent service after sales.
  • To plan promptly on all leads and follow up activities.
  • Review performance with Branch Manager.
  • Responsible to ensure licensing and CPD requirement is met prior to selling SLMA/SLMT Products.

JOB REQUIREMENTS:

  • Advanced/Higher/Graduate Diploma, bachelor's degree, Post Graduate Diploma, Professional Degree in ant field.
  • Insurance Licensing: PCIL or TBE - Part A & C (Partial License)
  • 1 years of working experience in insurance/takaful sales, with good sales track records.

Job Types: Full-time, Permanent

Pay: Up to RM4,000.00 per month

Benefits:

  • Professional development

Schedule:

  • Monday to Friday

Supplemental Pay:

  • Performance bonus

Experience:

  • Financial Consultant: 1 year (Required)
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