Personal Insurance Advisor

6 months ago


Petaling Jaya, Malaysia Max Dynamic Sdn Bhd Full time

**Perks**
- Incentives + Bonus Cash
- Incentive Trips (Minimum 2)
- Training and Mentorship Support Provided
- Flexible Time

**Responsibilities**:

- Acquire, develop and maintain relationships with clients to provide sound financial advice.
- Provide financial solutions to clients based on individual need.
- Market protection products and cross sell to new and existing clients such as Insurance, Will and Trust.
- Maintain customer confidence by providing after sales service such as servicing, doing claims and upgrading.
- Build your own team of financial advisors as well as manage them to provide quality and value added services to clients.

**Job Requirements**
- Having professional licenses such as CEILLI & PCE or any relevant financial licenses are an advantage.
- Minimum 1 year of experience working in Sales line.
- Self-motivated and committed, with a desire to learn and grow as a team.
- Good communication and interpersonal skills.
- Proactive team player and able to work independently.
- Fresh graduates are encouraged to apply.

**Job Types**: Full-time, Part-time, Permanent, Freelance

**Salary**: RM3,000.00 - RM12,000.00 per month

Expected hours: 5 per week

**Benefits**:

- Flexible schedule
- Health insurance
- Opportunities for promotion
- Professional development
- Work from home

Supplemental pay types:

- Commission pay
- Performance bonus
- Retention bonus
- Yearly bonus

**Education**:

- STM/STPM (preferred)

**Experience**:

- Financial Planning: 2 years (preferred)
- Sales: 2 years (preferred)


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