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Financial Services Consultant

  • Full Time, onsite
  • Agensi Pekerjaan Business Edge personnel
  • Kuala Lumpur, Malaysia
RM 2,000 - RM 6,000 / month

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Job Title: Financial Services Consultant (Insurance Specialist)
Location: Nationwide

Job Summary:

We are looking for a motivated and dynamic Financial Services Consultant specializing in insurance sales. This role involves providing expert financial advice, promoting comprehensive insurance solutions, and building strong client relationships. If you have a passion for helping individuals secure their financial future, we want to hear from you!

Key Responsibilities:

  • Educate and advise clients on insurance products, ensuring they understand the benefits and coverage options.
  • Develop and maintain strong client relationships through financial consultations and customized solutions.
  • Identify and approach potential customers through networking, referrals, and marketing activities.
  • Provide ongoing policy reviews and support to clients to ensure their financial needs are met.
  • Achieve sales targets and contribute to the company's overall business growth.
  • Stay updated on industry trends, regulations, and product knowledge related to insurance and financial planning.
  • Work closely with internal teams to process applications, claims, and policy servicing efficiently.

Requirements:

  • Diploma/Degree in Finance, Business, Marketing, or a related field.
  • TBE (Takaful Basic Examination), PCE (Pre-Contract Examination for Insurance Agents), or CEILLI (Certificate Examination in Investment-Linked Life Insurance) certification is required.
  • Experience in insurance, financial planning, or sales is an advantage.
  • Strong interpersonal and communication skills with a customer-focused mindset.
  • Ability to work independently and drive sales performance.

What We Offer:

  • Competitive commission-based earnings with attractive incentives.
  • Career development and professional training in financial services.
  • A supportive and dynamic work environment with growth opportunities.

If you are passionate about helping people achieve financial security, apply now and start your journey as an Insurance Specialist!

Job Types: Full-time, Permanent

Pay: RM2,000.00 - RM6,000.00 per month

Benefits:

  • Additional leave
  • Dental insurance
  • Health insurance
  • Opportunities for promotion
  • Professional development

Schedule:

  • Monday to Friday

Supplemental Pay:

  • Commission pay
  • Performance bonus
  • Retention bonus

Work Location: In person