Financial Advisor

Alden Management; Johor Bahru; Hybrid; MYR 100,000 - 150,000; Full time

Job summary

A dynamic financial services firm in Johor Bahru seeks motivated individuals to advise clients on insurance protection plans. The role involves understanding client needs, building client relationships, generating leads, and ensuring compliance with company standards. Candidates should possess a diploma, have good interpersonal skills, and be Malaysian citizens. Fresh graduates are encouraged to apply, and a hybrid working setup is provided. Flexible hours and a commission scheme are included as part of the compensation package.

Benefits

Flexible hours

Attractive commission scheme

Career growth opportunities

Training support

Qualifications

• Malaysian citizen.
• Fresh graduates are welcome to apply.
• Willing to work in a hybrid setup based in Johor Bahru.

Responsibilities

• Provide expert advice to clients on protection plans such as life, health, and medical.
• Understand clients’ needs and financial situation to recommend suitable insurance coverage.
• Build and maintain good relationships with clients through regular follow‑ups and good service.
• Generate new leads and acquire new clients through networking, referrals, and marketing activities.
• Prepare and explain proposals in a simple and clear way.
• Assist clients with applications and ensure documents are correct and submitted on time.
• Keep updated with market trends and new products to provide clients with the latest information.
• Achieve the company’s sales and performance targets.
• Follow company rules, processes, and ethical standards.

Skills

Good communication and interpersonal skills

Basic knowledge of Customer Relationship Management (CRM) systems

Ability to build and manage client relationships

Education

Diploma in any field

Job description

Key Skills

• Good communication and interpersonal skills.
• Basic knowledge of Customer Relationship Management (CRM) systems.
• Ability to build and manage client relationships.
• Willing to work in a hybrid setup based in Johor Bahru.

Requirements

• Malaysian citizen.
• Diploma in any field.
• Fresh graduates are welcome to apply.
• Good communication and interpersonal skills.
• Basic knowledge of Customer Relationship Management (CRM) systems.
• Ability to build and manage client relationships.
• Willing to work in a hybrid setup based in Johor Bahru.

Responsibilities

• Provide expert advice to clients on protection plans such as life, health, and medical.
• Understand clients’ needs and financial situation to recommend suitable insurance coverage.
• Build and maintain good relationships with clients through regular follow‑ups and good service.
• Generate new leads and acquire new clients through networking, referrals, and marketing activities.
• Prepare and explain proposals in a simple and clear way.
• Assist clients with applications and ensure documents are correct and submitted on time.
• Keep updated with market trends and new products to provide clients with the latest information.
• Achieve the company’s sales and performance targets.
• Follow company rules, processes, and ethical standards.

Benefits

• Flexible hours
• Attractive commission scheme
• Career growth opportunities
• Training support