company-logo-image

Sales Executive (Trust Fund)

ashley-avatar-image

AI-generated summary

beta

This job is a Sales Executive for a Trust Fund, where you'll help people secure their financial future. You might like this job because it offers great earnings potential and mentoring in a supportive environment. Ideal for those passionate about legacy planning!

Undisclosed

Petaling Jaya, Selangor

Job Description

We are seeking a motivated and results-driven Trust Sales Executive to join our team. This role is ideal for candidates passionate about financial legacy planning, asset protection, and trust structuring.
   

Requirements

  • Minimum SPM, Diploma or Bachelor’s degree 
  • Malaysian Only
  • Age: 21 to 40 years old
  • Preferable Female/Male
  • Fluent in English and Chinese speaking is added advantage; multilingual ability is a plus.
  • Sales experience in financial industry, insurance or banking is added advantage.
  • Strong interpersonal, communication, and client engagement skills.
  • Self-driven, ethical, and professional in conduct.
  • Ability to work independently with minimal supervision.

What We Offer

  • Basic Salary + Commission for every Trust application closed.
  • Mentorship and development within a supportive sales environment.
  • Career progression into wealth planning, trust advisory, or sales leadership roles.

Key Responsibilities:

  • Promote Cash Trust solutions offered by CNB Amanah Berhad to individuals, families, and business owners.
  • Educate clients on the benefits of trust planning, including asset protection and financial security.
  • Build and grow a client base through networking, referrals, and partnerships.
  • Ensure all sales activities comply with regulatory guidelines and company policies.
  • Achieve monthly and quarterly sales targets and contribute to team goals.

Location:

Level 21, Plaza 33, Tower A, Seksyen 13, Petaling Jaya, Selangor 

***CNB Amanah Berhad agency

Nearest LRT station: Asia Jaya

Working Hours: Mon-Fri 9am - 6pm (*Follow PH)

Dress Code: Smart Casual 

Other Benefits:

  • Basic Salary
  • EPF / Perkeso
  • Annual Leave
  • Medical Leave
  • Bonus

Job Requirements

Requirements

  • Minimum SPM, Diploma or Bachelor’s degree 
  • Malaysian Only
  • Age: 21 to 40 years old
  • Preferable Female/Male
  • Fluent in English and Chinese speaking is added advantage; multilingual ability is a plus.
  • Sales experience in financial industry, insurance or banking is added advantage.
  • Strong interpersonal, communication, and client engagement skills.
  • Self-driven, ethical, and professional in conduct.
  • Ability to work independently with minimal supervision.

What We Offer

  • Lucrative Commission for every Trust application closed.
  • Mentorship and development within a supportive sales environment.
  • Career progression into wealth planning, trust advisory, or sales leadership roles.

Skills

Sales
Customer Service
Sales Presentations

Additional Info

Experience Level

#NoExperienceNeeded

Career Level

Junior Executive


Company Profile

Power Wealth Consultancy Sdn Bhd-logo-image

Power Wealth Consultancy Sdn Bhd

Power Wealth Consultancy is an accredited agency of AIA Bhd / AIA Public Takaful Bhd. We've been in this financial planning industry for about 20 years, we corporates since 2002 with the vision "to be the preferred choice of Life Planners and Customers in Malaysia". Our core business is Insurance & Takaful, Investment & Estate Planning, Mortgage and SME Lending advisory, General Motor & Non-Motor...