Financial Planning

Private Advertiser; Klang City, Port Klang; On-site; MYR 36,000 - 60,000; Full time

Job summary

Private Advertiser is seeking a Financial Sales Executive to meet and communicate with clients, understand their financial needs, and provide suitable protection and planning solutions.

The role focuses on building long-term relationships, following up with clients, and managing a personal portfolio. Training will be provided, and no prior experience is required, making it a great entry point into financial sales.

Qualifications

• Good communication and interpersonal skills are essential.
• Willingness to learn and a positive attitude are required.
• Self-motivation and goal orientation help succeed in a sales role.
• No prior experience is required as training will be provided.

Responsibilities

• Meet and communicate with clients to understand their financial needs
• Provide suitable financial protection and planning solutions
• Build and maintain long-term client relationships
• Follow up with clients and manage your own portfolio
• Attend professional training to develop your sales and communication skills

Skills

Communication

Interpersonal skills

Self-motivated

Goal-oriented

Customer service

Job description

As a Financial Sales Executive, you will meet and communicate with clients to understand their financial needs, provide suitable financial protection and planning solutions, build and maintain long-term client relationships, follow up with clients and manage your own portfolio, and attend professional training to develop your sales and communication skills.

Key responsibilities

• Meet and communicate with clients to understand their financial needs
• Provide suitable financial protection and planning solutions
• Build and maintain long-term client relationships
• Follow up with clients and manage your own portfolio
• Attend professional training and develop your sales and communication skills

About you

• Good communication and interpersonal skills
• Positive attitude and willingness to learn
• Self-motivated and goal-oriented
• No prior experience required - training will be provided