Job Description

Ready to grow your sales career in finance? Join our team; working with us at Unison Wealth Group Sdn Bhd means helping everyday Malaysians access clear, practical insurance and investment advice. We are a hands-on consulting group that values honest guidance and real client outcomes.

As a Financial Sales Executive you will be a builder: you will create and scale a portfolio of clients, set up repeatable outreach, and shape how we win and retain business. You will move deals from first contact to signed agreement while keeping the client experience straightforward and reliable.

Your Growth & Impact

• Position yourself as a trusted financial advisor by building a visible client book and professional reputation in the market.
• Elevate your sales skills through on-the-job coaching and regular performance feedback tied to clear KPIs.
• Build practical experience selling insurance and investment solutions that strengthen your technical and commercial profile.
• Expand your professional network through client meetings, cross-team projects, and external partner introductions.
• Access mentoring from senior advisors to prepare for senior sales or leadership roles within financial services.

Job Requirements

Responsibilities

Client Acquisition & Relationship Management

• Prospect and qualify leads through call outreach, referrals, and market events to grow a steady sales pipeline.
• Conduct consultative client meetings to understand financial goals and recommend suitable products.
• Maintain client records and follow up on renewals to preserve retention and encourage referrals.
• Build long-term client relationships by delivering timely service and personalised financial plans.

Sales Operations & Targets

• Hit monthly and quarterly sales targets through disciplined pipeline management and consistent closing activity.
• Prepare clear proposals, quotations, and submission documents for underwriting or approvals.
• Update CRM records and sales dashboards to keep results transparent and actionable for the team.

Product Knowledge & Compliance

• Keep up to date with our insurance and investment products to explain benefits and risks accurately.
• Coordinate with compliance and admin teams to ensure correct onboarding and documentation.
• Work with internal stakeholders to resolve client servicing or policy issues quickly and professionally.

Requirements

Qualifications & Experience

• Diploma or degree in Finance, Business, or a related field preferred.
• Minimum of 2 years working in financial sales, insurance sales, or banking sales roles.
• Proven track record meeting sales targets or quotas in a commission-based environment.
• Relevant licences or certifications for insurance sales are an advantage where applicable.

Hard Skills & Knowledge

• Strong knowledge of financial products, basic investment concepts, and insurance solutions.
• Practical CRM experience, such as Salesforce or HubSpot, for pipeline and client management.
• Proficiency with Excel for simple reporting and sales tracking.
• Analytical skills to assess client needs and recommend appropriate product mixes.

Soft Skills & Qualities

• Excellent communication and presentation skills for client meetings and negotiations.
• Resilience and a results-oriented mindset to handle rejection and maintain momentum.
• Good problem solving and organisational skills to juggle leads, paperwork, and follow-ups.
• Team player attitude with emerging leadership capability and willingness to learn.

Skills