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Financial Services Consultant (Bank)

RM 4,000 - RM 4,000 / month

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Job Summary:
Seeking a motivated professional to provide financial advice and promote insurance solutions. The role involves client education, relationship management, and achieving sales targets.

Key Responsibilities:

  • Advise clients on insurance products and financial planning.
  • Build and maintain strong client relationships.
  • Identify and approach potential customers.
  • Conduct policy reviews and provide ongoing client support.
  • Meet sales targets and contribute to business growth.
  • Stay updated on industry trends and regulations.
  • Collaborate with internal teams for efficient policy processing.

Requirements:

  • Diploma/Degree in Finance, Business, Marketing, or related field.
  • Certifications: TBE, PCE, or CEILLI.
  • Experience in insurance or sales is an advantage.
  • Strong interpersonal and communication skills.
  • Ability to work independently and drive sales.

What’s Offered:

  • Competitive commission and incentives.
  • Career development and professional training.
  • Supportive and growth-oriented work environment.
  • Benefits: Additional leave, dental & health insurance, promotions, professional development.

Job Type: Full-time

Pay: Up to RM4,000.00 per month

Benefits:

  • Opportunities for promotion
  • Professional development

Schedule:

  • Monday to Friday

Supplemental Pay:

  • Commission pay

Application Question(s):

  • What is your current/ last drawn salary?

Experience:

  • Sales: 1 year (Preferred)

Work Location: In person