Financial Services Consultant

4 days ago


Ipoh, Malaysia CareerMaster Sdn Bhd Full time

**JOB RESPONSIBILITIES**:

- Branch based sales.
- Penetrate branch walk in clients & branch database clients / Mass clients.
- Work closely with LG (lead generator) to provide warm leads.
- Mobilized and willing to travel.
- Market and sell a wide range of SLMA/SLMT Products suitable to client's needs.
- To achieve individual sales target and contribute towards the achievement of the branch target.
- To provide professional advice and appropriate financial products based on bank client needs.
- Work with Branch Manager (BM) and Banca Business Manager (BBM) to ensure sales activities are in line with business direction.
- To ensure client satisfaction and provide excellent service after sales.
- To plan promptly on all leads and follow up activities.
- Review performance with Branch Manager.
- Responsible to ensure licensing and CPD requirement is met prior to selling SLMA/SLMT Products.

**JOB REQUIREMENTS**:

- Advanced/Higher/Graduate Diploma, bachelor's degree, Post Graduate Diploma, Professional Degree in ant field.
- Insurance Licensing: PCIL or TBE - Part A & C (Partial License)
- Experience/Knowledge: 1 years of working experience in insurance/takaful sales, with good sales track records.

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

Pay: Up to RM4,000.00 per month

**Benefits**:

- Health insurance
- Professional development

Schedule:

- Monday to Friday

**Education**:

- Diploma/Advanced Diploma (required)



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