Job Description

Job Description

• Assess and understand customers’ financial goals, concerns, and needs through comprehensive consultations.
   
• Provide personalized financial advice and recommend suitable wealth management and insurance solutions to support customers’ long-term financial planning.
   
• Build and maintain strong, long-term relationships with customers to support their financial journey and enhance customer satisfaction.
   
• Engage and acquire clients through various channels, including in-branch consultations, telemarketing, social media outreach, and marketing roadshows.
   
• Identify opportunities to cross-sell banking and financial products while delivering excellent customer service.
   
• Consistently achieve individual sales targets and key performance indicators (KPIs) set by the bank.
   

Job Benefits

• Opportunity to build and grow your career in the dynamic banking and financial services industry.
   
• Competitive basic salary ranging from RM3,000 – RM4,000, depending on experience and qualifications.
   
• Fixed monthly allowance of RM300.
   
• Attractive commission structure and performance incentives with earning potential of RM1,500 or more.
   
• Comprehensive employee benefits, including medical coverage, insurance, and other staff perks.
   
• Structured training and development programs to equip you with the knowledge and skills for long-term success.

Job Requirements

• Minimum Diploma or Bachelor's Degree in any discipline; SPM holder with minimum 5 years experiences can be considered.
• At least 1 year of sales experience in any industry; candidates with banking or financial sales background will be given priority.
• Open to individuals from diverse sales backgrounds who are passionate about financial services.
• Strong drive for performance and results, with a proven ability to thrive in a target-driven sales environment.
• Willingness to travel to support branch activities and client engagements across surrounding areas.
• Candidates holding any of the following licenses will have an added advantage: PCE (Part A & B), PCIL, CEILI, or TBE.

Skills