Job Description

Position Overview

We are seeking a highly motivated and client-focused Sales Representative to join our team. The Financial Advisor will be responsible for providing professional financial guidance, developing tailored financial plans, and assisting clients in achieving their financial goals. This role requires strong interpersonal skills, financial knowledge, and a passion for helping individuals and businesses make sound financial decisions.

Key Responsibilities

Build and maintain long-term client relationships through trust and professional service. Conduct comprehensive financial needs analysis and risk assessments for clients. Develop personalized financial strategies, including investments, retirement, savings, and insurance planning. Recommend suitable financial products and services based on client objectives. Stay up to date with market trends, investment opportunities, and regulatory changes. Regularly review and adjust client portfolios to align with changing needs and market conditions. Educate clients on financial concepts and provide clear explanations of complex products. Achieve individual and team sales targets while ensuring compliance with company policies and regulations. Maintain accurate client records and documentation.

Requirements

Minimum SPM or Diploma/Degree in any related field. Possessing PCE (Pre-Contract Examination for Insurance Agents) and CEILI (Certificate Examination in Investment-Linked Insurance) is an added advantage. Experience in financial services, insurance, or wealth management is an advantage. Strong communication, presentation, and interpersonal skills. Ability to build rapport and trust with diverse clients. Goal-oriented, disciplined, and self-motivated. High level of integrity and professionalism.

What We Offer

Competitive commission, bonuses, and incentives. Professional training, mentoring, and career growth opportunities. Flexible working arrangements (hybrid/remote, depending on role). Recognition programs and overseas conventions for top performers. Opportunity to build a rewarding long-term career while making a positive impact on clients' financial futures.
Job Types: Full-time, Fresh graduate

Pay: RM2,000.00 - RM9,000.00 per month

Benefits:

Additional leave Flexible schedule Health insurance Professional development
Application Question(s):

Only for Malaysian Citizen
Education:

STM/STPM (Required)
Work Location: In person