Financial Services Consultant

7 days ago


Kuala Lumpur, Malaysia EPS Ventures Sdn Bhd Full time

**Job Title: Financial Services Consultant (Banca Insurance)**
**Work Type: Permanent | Full-time**
**Location: Klang Valley | Ipoh | Penang | Kedah | East MY | Southern | East Coast**
**Working Hours: Monday - Friday (Normal banking hours)**
**Salary: Up to RM6,000 + Incentives**
- Sales role based at bank branches
- Target branch walk-ins & existing clients
- Collaborate with Lead Generator (LG) for warm leads
- Market and sell financial products (SLMA/SLMT) based on client needs
- Achieve individual and branch sales targets
- Provide professional financial advice and excellent after-sales service
- Ensure licensing and CPD requirements are met

**Requirements**:

- Degree or equivalent qualification in any field
- Insurance Licensing: PCIL or TBE - Part A & C (Partial License)
- 1+ years of experience in insurance/takaful sales with a proven track record
- Experience in selling banking insurance products (Banca insurance).

**Benefits: Health & Dental Insurance, Performance Bonus, Transportation Allowance, Minimum 1 day Annual Leave**

**How to Apply**:
**Job Types**: Full-time, Permanent

Pay: RM3,500.00 - RM6,000.00 per month

**Benefits**:

- Health insurance
- Maternity leave
- Parental leave
- Professional development

Schedule:

- Monday to Friday

**Education**:

- STM/STPM (preferred)

**Experience**:

- Financial Consultant: 1 year (required)
- Selling insurance or takaful products: 1 year (required)
- Banca product: 1 year (required)

Willingness to travel:

- 100% (required)



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