Financial Sales Consultant

Dee Agency; West Coast Division; On-site; MYR 45,000 - 89,000; Full time

Job summary

Dee Agency invites you to start a rewarding career in financial services, client relationship management and consultative sales in Malaysia. This opportunity welcomes individuals who enjoy meeting new people, understanding their needs and helping clients make informed financial decisions.

You do not need a financial services background; what matters most is your willingness to learn, communicate with people and develop strong sales and client relationship skills.

Qualifications

• Strong communication and interpersonal skills.
• Comfortable meeting and speaking with different types of people.
• Interested in consultative selling and relationship-based business.
• Self-motivated and willing to work towards measurable goals.
• Open to learning about financial planning and financial protection.

Responsibilities

• Build and maintain relationships with individuals, families and business owners.
• Understand clients’ financial goals, priorities and protection needs.
• Conduct client consultations and present suitable financial solutions.
• Develop your own network and generate new business opportunities.
• Follow up with prospects and clients throughout the sales process.
• Participate in structured training, coaching and professional development.
• Maintain ongoing relationships with existing clients.

Skills

Strong communication

Interpersonal skills

Meet different types of people

Consultative selling

Self-motivated

Job description

We are looking for individuals who are interested in building a career in financial services, client relationship management and consultative sales.

This opportunity is suitable for people who enjoy meeting new people, understanding their needs and helping clients make informed financial decisions.

You do not need to come from a financial services background. What matters most is your willingness to learn, communicate with people and develop strong sales and client relationship skills.

What You’ll Do

• Build and maintain relationships with individuals, families and business owners.
• Understand clients’ financial goals, priorities and protection needs.
• Conduct client consultations and present suitable financial solutions.
• Develop your own network and generate new business opportunities.
• Follow up with prospects and clients throughout the sales process.
• Participate in structured training, coaching and professional development.
• Maintain ongoing relationships with existing clients.

What We’re Looking For

• Strong communication and interpersonal skills.
• Comfortable meeting and speaking with different types of people.
• Interested in consultative selling and relationship-based business.
• Self-motivated and willing to work towards measurable goals.
• Open to learning about financial planning and financial protection.
• Comfortable with a performance-based, commission-driven compensation structure.
• Previous experience in sales, business development, customer service or client-facing roles is an advantage, but not essential.

What We Provide

• Structured onboarding and professional training.
• Sales and communication coaching.
• Mentoring and guidance from experienced leaders.
• Practical training in prospecting, appointment setting, presentation and closing.
• Opportunities to develop professional and leadership skills.
• A flexible career structure with performance-based income potential.
• Support in developing your personal client network and professional presence.

We welcome applications from candidates with different professional backgrounds and levels of experience.