Job Description

• Conduct comprehensive financial assessments to understand customers’ goals, priorities, risk appetite, and long-term financial needs.
• Provide personalized financial advisory by recommending suitable wealth management and insurance solutions aligned with customers’ life stages and financial objectives.
• Develop, strengthen, and retain long-term client relationships, acting as a trusted advisor throughout the customers’ financial journey.
• Engage and acquire clients through multiple channels, including branch consultations, outbound calls, telemarketing, social media engagement, community events, and marketing roadshows.
• Drive sales performance by consistently meeting or exceeding monthly sales targets, KPIs, and compliance standards established by the bank.
• Ensure adherence to regulatory and internal compliance requirements, maintaining accurate documentation and delivering ethical, customer-focused advisory services.
• Collaborate closely with branch teams and product specialists to deliver holistic financial solutions and enhance customer experience.

Job Requirements

• Minimum Diploma or Bachelor’s Degree in any discipline.
• Minimum 1 year of sales experience in any industry; candidates with experience in banking, finance, or insurance sales will be given added priority.
• Open to candidates from various sales backgrounds who demonstrate strong interest and passion for financial services.
• Highly driven and results-oriented, with a strong track record of performing well in a target-driven sales environment.
• Willing to travel to support branch activities, client meetings, and engagement initiatives within assigned areas.
• Possession of relevant licenses such as PCE (Part A & B), PCIL, CEILI, or TBE is a strong advantage.

Job Benefits

• Excellent career growth opportunities within the fast-paced banking and financial services industry.
• Competitive basic salary ranging from RM2,000 to RM3,000, depending on experience and qualifications.
• Fixed monthly allowance of RM300 to support daily operational needs.
• High earning potential through attractive commissions and performance incentives, with opportunities to earn RM1,500 or more monthly.
• Comprehensive employee benefits package, including medical coverage, insurance protection, and various staff perks.
• Structured and continuous training programs to build your expertise in financial advisory, sales, and customer engagement.

Skills