Financial Services Consultant

1 week ago


Ipoh, Perak, Malaysia RHB Banking Group Full time
Job Summary

This Financial Services Consultant role involves promoting life-insurance products and working closely with customers to meet their financial goals. As a key member of our team, you will be responsible for promoting a range of life-insurance products and contributing towards the achievement of sales/revenue targets.

Key Responsibilities
  • Plan and identify cross-selling/up-selling to increase customers' PHR and revenue.
  • Set appointments, sales visitations, prospecting, and engagement with customers.
  • Actively participate and collaborate with other sales personnel at the branch/region on sales activities/campaigns for customer acquisition and retention.


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