Field Sales Leader: Wealth Coaching & Growth

Allianz Popular SL.; Petaling Jaya; Sur place; MYR 120 000 - 160 000; Plein temps

Résumé du poste

Allianz Popular SL. is seeking a Wealth Talent Optimiser to lead a team of Wealth Planning Executives, driving sales productivity and supporting growth.

The role blends field leadership with hands-on coaching and joint customer appointments to strengthen the Direct Sales model. The successful candidate combines strong leadership with practical coaching skills and a passion for developing high-performing sales professionals, while ensuring ethical selling and regulatory compliance in a dynamic

Qualifications

• Bachelor’s degree or professional qualifications in relevant field.
• Minimum 5 years of sales experience, preferably in financial services or consultative sales.
• Strong sales and productivity track record.

Responsabilités

• Lead, motivate and manage a team of WPE to achieve sales, activation and productivity targets.
• Drive a high-performance culture built on accountability, professionalism and customer-centricity.
• Act as a role model for professional sales behaviours and maintain a strong and visible presence in the field alongside WPEs.
• Gather customer and market insights through direct field interactions and provide feedback to management.
• Support onboarding of new WPE and conduct joint field appointments.
• Ensure WPE develop sustainable prospecting habits and coach team members on referral generation, networking and pipeline development strategies.
• Provide real-time coaching on customer engagement, objection handling and closing techniques to improve overall sales effectiveness.
• Identify capability gaps and implement targeted development plans.
• Support WPEs in managing complex customer cases and high-value opportunities.
• Conduct role plays, sales simulations and skill-building sessions to strengthen sales competencies.

Connaissances

Sales leadership

Coaching

Communication

Team development

Formation

Bachelor’s Degree

Professional Qualifications

Outils

PCIL certification

Description du poste

Allianz Popular SL. is seeking a Wealth Talent Optimiser to lead a team of Wealth Planning Executives, driving sales productivity and supporting growth.

The role blends field leadership with hands-on coaching and joint customer appointments to strengthen the Direct Sales model. The successful candidate combines strong leadership with practical coaching skills and a passion for developing high-performing sales professionals, while ensuring ethical selling and regulatory compliance in a dynamic