Finance Business Development Advisor

Confidence Agency; Shah Alam; On-site; MYR 100,000 - 150,000; Full time

Job summary

A Financial Services Company in Shah Alam, Malaysia is seeking self-motivated individuals for a financial advisory career. The role involves client acquisition, developing customized financial plans, and maintaining strong relationships. Ideal candidates should be enthusiastic, passionate about service, and willing to learn, holding at least an SPM qualification and earning above RM6,000 monthly. Competitive benefits including training, bonuses, and incentives are offered.

Benefits

Professional training syllabus

Retirement Gratuity Benefit

Sales Performance Bonus up to 3 years

Incentive trips

Other incentives

Qualifications

• Enthusiastic and passionate about serving clients.
• SPM holder or higher.
• Current monthly income above RM6,000.

Responsibilities

• Identify potential clients and assess their financial needs.
• Develop customized financial plans and recommend solutions.
• Build and maintain strong client relationships.
• Stay updated on market trends and participate in training.
• Adhere to ethical standards and industry regulations.
• Meet and exceed sales targets.

Skills

Enthusiasm

Passion for service

Willingness to learn

Education

SPM holder and above

Job description

Responsibilities

• Client Acquisition & Needs Analysis: Identify potential clients and conduct in-depth financial needs assessments to understand their goals and risk tolerance.
• Financial Planning & Solutions: Develop customized financial plans and recommend suitable insurance, investment, and wealth management solutions (e.g., life insurance, unit trusts, retirement planning).
• Relationship Management: Build and maintain strong, long-term relationships with clients, providing ongoing support and reviews.
• Continuous Development: Stay updated on market trends and regulations, while actively participating in training to enhance your financial and sales expertise.
• Compliance & Ethics: Adhere to all industry regulations and uphold high ethical standards.
• Performance & Growth: Strive to meet and exceed sales targets, with opportunities to build your own agency.

This role is ideal for self-motivated individuals looking to build a rewarding career in financial advisory, backed by the strong support and resources of Prudential.

Requirements

• You are enthusiastic, passionate to serve and willing to learn.
• You are a SPM holder and above
• Your current average monthly income is above RM6,000*.
• You are looking for a full-time career change.

Benefits

• Professional training syllabus
• Retirement Gratuity Benefit
• Sales Performance Bonus up to 3 years
• Incentive trips
• Other incentives