Senior Financial Services Consultant

2 weeks ago


Klang, Selangor, Malaysia EPS Ventures Sdn Bhd Full time 80,000 - 120,000 per year

Position: Senior Financial Services Consultant

Location: Klang Valley

Tenure: Permanent

About the Role

We are looking for a self-motivated and results-driven individual to join our dynamic financial services team. This role offers great earning potential and continuous career development opportunities.

What You'll Do:

  • Promote Manulife bancassurance products to walk-in customers and through the bank's database.
  • Meet clients daily to build long-term relationships and provide financial solutions.
  • Conduct financial needs analysis and offer suitable insurance recommendations.
  • Manage the full sales process and deliver excellent after-sales service.
  • Stay updated with market trends and client needs.
  • Ensure compliance with bank and regulatory policies.

What We're Looking For:

  • Minimum 2 years of sales experience in financial services.
  • Knowledge of insurance products and certifications (PCE – A, B, C and/or CEILI License) are an added advantage.
  • Self-driven, target-oriented, and willing to travel (must have own transport).
  • Certified with valid insurance licenses (PCE – A, B, C and/or CEILI License).Certified in

Job Type: Permanent

Pay: RM8, RM10,000.00 per month

Benefits:

  • Health insurance
  • Maternity leave
  • Parental leave
  • Professional development

Application Question(s):

  • Please state your expected salary

Experience:

  • Financial Consultant: 2 years (Preferred)
  • Financial Services : 2 years (Preferred)

Language:

  • Mandarin (Preferred)

Work Location: In person



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