Financial Planning Consultant / Sales Representative

LEE ZHI JIAN CFP AGENCY; Negeri Sembilan; Hybrid; MYR 36,000 - 72,000; Full time

Job summary

LEE ZHI JIAN CFP AGENCY in Malaysia is seeking motivated individuals for Sales Representatives and Financial Planning Consultants roles. You will be trained to assess clients' financial needs and offer protection, savings, investment, and planning solutions.

Flexible online and offline options support a balanced approach to client engagement and career development. Open to graduates from all backgrounds, with or without sales experience; strong communication and people skills are highly valued.

Qualifications

• Strong communication and interpersonal abilities.
• Open to candidates from all academic backgrounds.
• Self-motivated with a willingness to learn and grow.

Responsibilities

• Conduct financial planning consultations based on clients' needs and goals.
• Assist clients with protection, savings, investment and retirement planning.
• Build and maintain long-term client relationships.
• Develop new business through networking, referrals and marketing channels.
• Provide ongoing policy servicing and support for clients.
• Follow up on claims and after-sales matters.
• Attend professional training, team meetings and development programmes.
• Develop personal sales and business development skills.
• Opportunity to progress into leadership and team-building roles.

Skills

Sales

Communication

Interpersonal skills

Self-motivated

Job description

We are looking for motivated individuals to join our team as Sales Representatives & Financial Planning Consultants. You will be trained to understand clients' financial needs and provide solutions in areas such as protection, savings, investment and financial planning. This role is suitable for individuals who enjoy meeting people, building relationships and developing a career in the financial services industry.

Key responsibilities

Conduct financial planning consultations based on clients' financial needs and goals

Assist clients with: Cash Flow Management, Risk Management & Insurance Planning, Investment Planning, Tax Planning, Retirement Planning, Estate & Legacy Planning

Build and maintain long-term relationships with clients

Identify and develop new business opportunities through networking, referrals and various marketing channels

Provide ongoing policy and client servicing

Follow up with clients and assist with claims and other after-sales matters

Attend professional training, team meetings and development programmes

Develop personal sales and business development skills

Opportunity to develop into a leadership and team-building role based on performance

About you

Open to candidates from all academic backgrounds

Sales experience is an advantage, but fresh graduates and candidates with strong motivation are welcome

Good communication and interpersonal skills

Comfortable meeting and communicating with people

Self-motivated, responsible and willing to learn

Strong interest in sales, business development and personal growth

Goal-oriented and willing to work towards performance-based targets

Able to work independently while being part of a team

Performance-based commission and bonuses with uncapped earning potential

Structured sales and product training

Mentorship and guidance from experienced financial planning professionals

Flexible working arrangements with online and offline options

Opportunities to develop communication, sales and financial planning skills

Career development and leadership opportunities based on performance

Team activities, recognition programmes and incentive opportunities

Opportunity to build your own client portfolio and develop a long-term career in financial services

Your application will include the following questions:

• Which of the following statements best describes your right to work in Malaysia?


• What's your expected monthly basic salary?


• How many years' experience do you have as a Financial Planning Consultant?


• Which of the following types of qualifications do you have?