Job Description

• Assess and understand customers’ financial goals, concerns, and needs.
• Provide tailored financial advice and recommend suitable wealth management and insurance solutions.
• Proactively build and maintain long-term relationships with customers to support their financial journey.
• Engage clients through various channels, including in-branch consultations, telemarketing, social media outreach, and participation in marketing roadshows.
• Consistently achieve individual sales targets and key performance indicators (KPIs) set by the bank.

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.

Job Benefits:

• Opportunity to explore and grow your career in the dynamic banking and financial services industry.
• Competitive starting basic salary ranging from RM3,000 to RM4,000, based on experience and qualifications.
• Attractive fix monthly allowances of RM300.
• High earning potential with commissions and performance incentives up to RM1,500 or more.
• Enjoy comprehensive staff benefits including medical, insurance, and other perks.
• Structured training programs provided to equip you with the skills and knowledge for success.

Skills