Financial Services Consultant

7 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia Business Edge Personnel Services Full time
  • Educate and advise clients on insurance products, ensuring they understand the benefits and coverage options.
  • Develop and maintain strong client relationships through financial consultations and customized solutions.
  • Identify and approach potential customers through networking, referrals, and marketing activities.
  • Provide ongoing policy reviews and support to clients to ensure their financial needs are met.
  • Achieve sales targets and contribute to the company's overall business growth.
  • Stay updated on industry trends, regulations, and product knowledge related to insurance and financial planning.
  • Work closely with internal teams to process applications, claims, and policy servicing efficiently.

Requirements:

  • Diploma/Degree in Finance, Business, Marketing, or a related field.
  • TBE (Takaful Basic Examination), PCE (Pre-Contract Examination for Insurance Agents), or CEILLI (Certificate Examination in Investment-Linked Life Insurance) certification is required.
  • Experience in insurance, financial planning, or sales is an advantage.
  • Strong interpersonal and communication skills with a customer-focused mindset.
  • Ability to work independently and drive sales performance

Job Type: Full-time

Pay: RM2, RM4,000.00 per month

Benefits:

  • Opportunities for promotion
  • Professional development

Work Location: In person



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