Financial Services Consultant
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