Financial Services Consultant

7 days ago

Kuala Lumpur, Malaysia Agensi Pekerjaan Carpe Diem Executive Sdn Bhd Full time

_**VERY URGENT**_

Job Title**:Financial Services Consultant (FSC)**

Pay Range**:MYR 2000 - 4000**

Salary Remarks**:This role is eligible for incentive**

Work Arrangement**:5 days work week**

Work Arrangement Remarks**:Normal banking working hours**

Language Requirements**:English,Malay**

Technical skills/Certifications Requirements**:PCIL or TBE - Part A & C (Partial License)**

Benefits**:Health Insurance, Dental Insurance, Performance bonus, Transportation Allowance, Minimum 1 days of Annual Leave.**

Summary

**Title: Financial Services Consultant (FSC)**

Basic Salary Range: RM 2000-RM4000 (Excluding Incentives)

**Job Functions**:
1. Branch based sales

2. Penetrate branch walk in clients & branch database clients

3. Mass clients

4. Work closely with LG (lead generator) to provide warm leads

5. Mobilized and willing to travel

**Key Roles**:
1.Market and sell a wide range of SLMA/SLMT Products suitable to client's needs.

2. To achieve individual sales target and contribute towards the achievement of the branch target.

3. To provide professional advice and appropriate financial products based on bank client needs.

4. Work with Branch Manager (BM) and Banca Business Manager (BBM) to ensure sales activities are in line with business direction.

5. To ensure client satisfaction and provide excellent service after sales.

6. To plan promptly on all leads and follow up activities.

7. Review performance with Branch Manager.

8. Responsible to ensure licensing and CPD requirement is met prior to selling SLMA/SLMT Products.

**Requirements**:
1. Qualification: Advanced/Higher/Graduate Diploma, Bachelor's degree, Post Graduate Diploma, Professional Degree in ant field.

2. Insurance Licensing: PCIL or TBE - Part A & C (Partial License)

3. Experience/Knowledge: 1 years of working experience in insurance/takaful sales, with good sales track records.

Pay: RM2,000.00 - RM4,000.00 per month

**Benefits**:

- Dental insurance
- Health insurance

Supplemental Pay:

- Performance bonus

Application Question(s):

- Share your highest sales track record.
- Last/Current drawn salary?
- Expected salary?
- Notice period?

**Education**:

- Diploma/Advanced Diploma (preferred)

**Experience**:

- Financial Consultant: 1 year (preferred)
- Insurance sales: 1 year (preferred)
- Takaful sales: 1 year (preferred)

**Language**:

- English (required)
- Bahasa Melayu (preferred)

**Location**:

- Kuala Lumpur (preferred)

Willingness to travel:

- 75% (preferred)

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