Financial Consultant (Sales & Client Advisory)

PRUDENTIAL ASSURANCE MALAYSIA BERHAD; Selangor; On-site; MYR 36,000 - 72,000; Full time

Benefits offered by this job

Medical Loans

Dental

Sports (e. g. Gym)

Vision

Festive Eve Leave (2 Days)

On-Boarding Welcome Re

Job summary

Prudential Assurance Malaysia Berhad is expanding its agency footprint in Klang Valley, seeking dedicated individuals for client-facing sales and advisory roles. You will understand clients’ financial needs, recommend insurance and protection solutions, and build a personal client portfolio through prospecting and referrals.

Progression into agency management is possible as you develop leadership skills, with strong training and mentorship supporting your journey toward sales targets and rewards.

Qualifications

• Based in Klang Valley
• Own transport and willing to travel for client meetings
• Strong command of spoken and written English
• Self-motivated with drive to meet sales targets
• Sales experience is advantageous but not required
• Open to sales and client acquisition and willing to undergo training

Responsibilities

• Meet and engage with potential clients to understand their financial needs
• Recommend suitable insurance and financial protection solutions
• Build your own client portfolio through prospecting, networking and referrals
• Maintain long-term relationships with clients and provide ongoing service
• Work towards individual sales and business development targets
• Develop leadership skills with opportunities to progress into agency management

Skills

Client engagement

Prospecting & networking

English proficiency

Communication skills

Sales orientation

Education

Degree holder

Job description

This is a client-facing sales and advisory role focused on meeting and engaging with potential clients to understand their financial needs, recommending suitable insurance and financial protection solutions, and building long-term client relationships. You will work towards individual sales and business development targets, with opportunities to develop leadership skills and progress into agency management.

Key responsibilities

• Meet and engage with potential clients to understand their financial needs
• Recommend suitable insurance and financial protection solutions
• Build your own client portfolio through prospecting, networking and referrals
• Maintain long-term relationships with clients and provide ongoing service
• Work towards individual sales and business development targets
• Develop leadership skills with opportunities to progress into agency management

About you

• Based in Klang Valley
• Degree holder or above
• Own transport and willing to travel for client meetings
• Good command of spoken and written English
• Confident in communicating and meeting new people
• Self-motivated, proactive and willing to work towards sales targets
• Sales experience is an advantage, but not compulsory
• Open to sales and client acquisition
• Structured training and ongoing mentorship
• Clear career progression towards Agency Manager
• Professional development and overseas learning opportunities
• Performance-based income and incentives
• Two annual bonus opportunities
• Monthly KPI bonuses and quarterly recognition
• Retirement scheme benefits, subject to eligibility
• Flexible working arrangements
• Local and overseas travel incentives
• Supportive team environment and agency culture

About us

We are expanding our Prudential insurance agency and looking for motivated individuals interested in building a long-term career in sales, financial planning and leadership.

A rewarding and fulfilling career awaits you

At Prudential, we believe in making a difference.

Through the power of listening, we strive to build brighter futures, for our customers, for our employees, for our society.

Built upon the values of mutual respect and understanding, we aim to cultivate an environment where our people can flourish in both their professional and personal lives.

As a leading provider of financial solutions in Asia, Prudential offers ample opportunities for you to succeed and expand your career horizons.

A rewarding and fulfilling career awaits you

At Prudential, we believe in making a difference.

Through the power of listening, we strive to build brighter futures, for our customers, for our employees, for our society.

Built upon the values of mutual respect and understanding, we aim to cultivate an environment where our people can flourish in both their professional and personal lives.

As a leading provider of financial solutions in Asia, Prudential offers ample opportunities for you to succeed and expand your career horizons.

Perks and benefits

• Medical Loans
• Dental
• Sports (e. g. Gym)
• Vision
• Festive Eve Leave (2 Days)
• On-Boarding Welcome Re

What can I earn as a Financial Consultant