Financial Sales

6 months ago


Johor Bahru, Malaysia LEE KWANG YEM Full time

Meeting with clients. Offering specialized financial guidance and advice. - Completing financial needs analyses. Creating and explaining customized plans. - Utilizing knowledge of tax investment strategies. - Assessing clients' financial portfolios. Analyzing clients' risk. - Encouraging clients to invest in the future
Echelon Consulting Group ( ECG ) exists to find solutions for insurance services that are right for you, your family, and your business. Success for ECG has always been based on one overriding core value: “to do what is right the first time”. We exist to provide the best insurance value to our clients through the strength of the “agent-to-client” relationship with quantifiable and qualifiable advice. Six basic answers we will always provide for clients:

- With so many financial products in the market Which financial product to implement first? Why? What is the quantum to implement? Why? What is the time horizon to maintain the recommendations? Why? Vision To be the number One preferred agency serving the Professionals, Managers, Executives and Businessmen ( PMEB ) market in Johor Bahru Mission To create circumstances for success so that our advisors would become the preferred partner in helping our clients crystallize and implement their risk management, wealth accumulation and wealth distribution plans. Philosophy Insurance and financial planning Only To build each other up / Treasure Hunt Work together. Having fun together To grow 20% in ANP ( personal and/or group ) every year Every full time agent a foreign trip qualifier every year Every agent achieving at least a 1 time MDRT member before becoming a manager ( UM or DM ) Continuous Education Follow proven success systems
Bachelor's or Equivalent


  • Junior Sales Associate

    7 months ago


    Johor Bahru, Malaysia Cap 1 Financial Pte Ltd Full time

    **Title: Junior Sales Associate (Full Time)** **Company Description** CAP 1 Financial Group (CFG) is a Venture Management & Private Equity company headquartered in Singapore and holds a Capital Markets Services licence (CMS No.100968) regulated by Monetary Authority of Singapore. She has subsidiaries in Thailand and China and has been issued Qualified...


  • Johor Bahru, Malaysia PNC Financial Services Group Full time

    **Position Overview**: At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...


  • Johor Bahru, Malaysia IGP 808 SDN BHD Full time

    1)Provide service to clients’ changing financial needs by promoting our products and services. 2) Create and maintain good rapport with clients by offering good quality services for repeat business and referrals 3) Conduct in-depth reviews of clients’ financial plan, current provision and future aims and assist customer in choosing the right financial...


  • Johor Bahru, Malaysia DD Online Services & Enterprise Full time

    **Responsibilities**: - Communicate with clients to assess their financial situation to present right and suitable financial plan. - Develop and reaching out to potential prospective clients and building a strong customer base. - Follow up with clients on plans, track successes and inform about any modifications. - Identifying and evaluating new financial...

  • Financial Controller

    7 months ago


    Johor Bahru, Malaysia CareerMaster Sdn Bhd Full time

    **JOB RESPONSIBILITIES** - Maintain all the necessary reporting to the banks and backup system reports - Maintain the company bank balance and remain cognizant of outstanding checks - Approve invoices that need to be paid - Read and review any documentation attached to checks for approval and accuracy sake - Make sure all financial statements and tables are...

  • Financial Executive

    6 months ago


    Johor Bahru, Malaysia Asia Recruit Full time

    Responsible for marketing **banking products **at bank branches - To build relationships with bank customers for up selling and **providing professional personal financial advisory services**: - Engage in sales and marketing event at the bank. - Provide follow up on the policy servicing services to customer, i.e. payment mode, change in plans, trustee...


  • Johor Bahru, Malaysia IT Business Solutions Sdn Bhd Full time

    SPM/STPM with 3 years working experience; or Diploma Holder with < 1 year experience Bank Financial Executive Help Bank customers to financially plan for their future through wealth protection, accumulation, and distribution. Job Description **Sell and promote bancassurance products and identify customer segments for new sales ** Perform prospecting and...


  • Johor Bahru, Malaysia TWY Search International Sdn Bhd Full time

    **Job Summary**: - Incumbent required to work at bank and promoting bank product to customers. **Responsibilities**: - Potential Full-Time Employment Placement with Bank. - Understanding customer's financial needs and concerns. - Provide right consultation to client's financial needs and other wealth products. - To proactively manage and build long-term...


  • Johor Bahru, Malaysia CIMB Bank Malaysia Full time

    **To be Sales Professionals with CIMB Bank** Embark on a professional journey with CIMB Bank! We're on the lookout for energy person to fill roles as **Assistant Sales Manager **and **Personal Financial Advisor.** **Responsibilities**: - Achieve sales targets for personal loans and credit cards. - Facilitate loan disbursements and secure credit card...

  • Bank Financial Advisor

    7 months ago


    Johor Bahru, Malaysia JOBIFY.MY Full time

    Help Bank customers to financially plan for their future through wealth protection, accumulation, and distribution. - Sell and promote bancassurance products and identify customer segments for new sales - Perform prospecting and cold calls to engage with potential customers for sales - Participate in sales and marketing events to acquire new customers -...


  • Johor Bahru, Malaysia EPS Ventures Sdn Bhd Full time

    **Sell and promote bancassurance products and identify customer segments for new sales** **Perform prospecting and cold calls to engage with potential customers for sales** **Participate in sales and marketing events to acquire new customers** **Establish business relationships with customers to strengthen rapport for up selling activities** **Provide...


  • Johor Bahru, Malaysia CIMB Bank Malaysia Full time

    **To be Sales Professionals with CIMB Bank** Embark on a professional journey with CIMB Bank! We're on the lookout for energy person to fill roles as **Assistant Sales Manager **and **Personal Financial Advisor.** **Responsibilities**: - Achieve sales targets for personal loans and credit cards. - Facilitate loan disbursements and secure credit card...


  • Johor Bahru, Malaysia CIMB Bank Malaysia Full time

    **To be Sales Professionals with CIMB Bank** Embark on a professional journey with CIMB Bank! We're on the lookout for energy person to fill roles as **Assistant Sales Manager **and **Personal Financial Advisor.** **Responsibilities**: - Achieve sales targets for personal loans and credit cards. - Facilitate loan disbursements and secure credit card...


  • Johor Bahru, Malaysia FirstWorks Group Sdn. Bhd. Full time

    At FirstWorks Group, our mission is to bring the best jobs to talents from all across Asia. **Position: Banking Financial Executive (Fresh Graduates / Non-Financial Background)** **Company: (Informed once shortlisted)** **Working days & hours depends on bank branch.** **Probation period: 3 months** - Promote Bancassurance. - Engage and assist bank...


  • Johor Bahru, Malaysia EPS Ventures Sdn Bhd Full time

    **Company background**: Multinational Financial Company **Location**: Johor **Headcount**: Multiple headcount for Various Johor Branches **Who we are looking at?** - Bachelor Degree Fresher - completed with certificate/University Letter - Diploma level and above - with relevant sales experience - Willing to take & ensure passing of Insurance related...


  • Johor Bahru, Malaysia Hong Leong Bank Full time

    If you are looking to excel and make a difference, take a closer look at us - Key Responsibilities and Accountabilities - Functional (job responsibilities) - Generate and qualify leads from internal and external lists to achieve acquisition goals - Source and develop client referrals to achieve acquisition goals - Develop sales proposal and customize by...


  • Johor Bahru, Malaysia Hong Leong Bank Full time

    If you are looking to excel and make a difference, take a closer look at us Key Responsibilities and Accountabilities Functional (job responsibilities) - Generate and qualify leads from internal and external lists to achieve acquisition goals - Source and develop client referrals to achieve acquisition goals - Develop sales proposal and customize by...


  • Johor Bahru, Malaysia Hong Leong Bank Full time

    If you are looking to excel and make a difference, take a closer look at us Key Responsibilities and Accountabilities Sales & Service- Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results;- Carry clear targets for specific products - CASA and FD Book...

  • Financial Executive

    7 months ago


    Johor Bahru, Malaysia J Recruit Recruitment Firm Full time

    Responsibilities: - Sell and promote bancassurance products and identify customer segments for new sales - Perform prospecting and cold calls to engage with potential prospects for sales - Participate in sales and marketing events to acquire new customers - Build business relationships with customers to strengthen rapport for up-selling activities - Provide...


  • Johor Bahru, Malaysia TWY Search International (M) Sdn Bhd Full time

    **What you can look forward to**: - **Basic income scheme + HIGH commission + Incentives trip**: - **Monday to Friday, normal working hours**: - **Professional training and guided advisory**: - **Career progression within the bank**: - **No experience needed** **You will play the important role of**: - Understanding customer needs and providing...