Sales and Marketing Agent for Financial Products
7 days ago
Position Overview
Drakkar Capital International is seeking professional and self-driven Freelance Estate Trust Plan Agents to promote and facilitate membership enrolment into the Estate Trust Plan (ETP), a comprehensive estate planning solution offered in partnership with Perpetual Trustees Berhad (PTB).
Agents will promote ETP memberships to the public, insurance agents, property agents, financial planners, business owners, and families who want structured estate administration, will-writing, trust creation, and lifetime custody services for their beneficiaries.
This role is commission-based, with high-potential earnings for agents who consistently close memberships and maintain compliance with PTB guidelines.
Preferred
· Existing network of insurance agents, property agents, financial planners, or SME business owners
· Familiarity with estate planning or trust services
· Compensation
· Attractive commission structure paid directly by PTB after successful membership processing.
· No income cap—earn based on performance (COMISSION BASIS).
· Additional incentives and bonuses may be provided by DCI.
Work Location:
· Remote / field-based
· Document execution sessions will take place at PTB headquarters (Petaling Jaya)
Why Join Us?
· Sell a unique, high-demand estate planning product
· Work with a reputable Trust Corporation (PTB) registered under the Trustees Act 1949
· High earning potential with growing market demand
· Full training, product materials, and support provided by DCI
Responsibilities:
- Identify and contact potential clients for estate trust services
- Build relationships with referral partners (attorneys, financial advisors, community groups)
- Present plan benefits clearly and professionally
- Guide new clients through the initial enrolment process
- Track leads and meet weekly/monthly acquisition goals
Qualifications:
- Experience in sales, outreach, or client relations preferred
- Strong communication and networking skills
- Self-driven, goal-oriented, and professional
- Ability to work independently
How to Apply:
Submit your resume and a brief statement about your outreach or sales experience.
Job Type: Freelance
Pay: RM1, RM10,000.00 per month
Benefits:
- Flexible schedule
- Opportunities for promotion
Work Location: In person
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