Finance Solutions Sales Executive

Private Advertiser; Kuala Selangor; On-site; MYR 39,000 - 78,000; Full time

Job summary

Private Advertiser in Malaysia is seeking a Sales Executive (Finance) to grow the client base by prospecting and presenting financial solutions. You will advise clients on insurance, investments, and retirement plans while aiming to hit monthly and quarterly targets.

The role requires building long-term relationships, preparing proposals, and maintaining compliance with standards, while providing after-sales reviews and staying updated on market trends.

Responsibilities

• Build and expand client base through prospecting
• Present and explain financial solutions clearly
• Advise clients on insurance, investment, and retirement plans
• Achieve monthly and quarterly sales targets
• Maintain strong, long-term client relationships
• Prepare proposals and handle documentation accurately
• Ensure compliance with company and industry standards
• Provide after-sales service and regular client reviews
• Stay updated on financial products and market trends
• Work independently while contributing to team success

Skills

Prospecting

Sales presentations

Client relationship mgmt

Financial products knowledge

Job description

Private Advertiser in Malaysia is seeking a Sales Executive (Finance) to grow the client base by prospecting and presenting financial solutions. You will advise clients on insurance, investments, and retirement plans while aiming to hit monthly and quarterly targets.

The role requires building long-term relationships, preparing proposals, and maintaining compliance with standards, while providing after-sales reviews and staying updated on market trends.