Financial Services Consultant

Infinity Wealth Management & Advisory; Kuala Lumpur; On-site; MYR 33,000 - 78,000; Full time

Benefits offered by this job

Structured training

Mentorship

Flexible working environment

Performance-based income

Job summary

Infinity Wealth Management & Advisory in Malaysia is seeking individuals interested in building a career in financial services and sales.

You will meet clients, understand their financial needs, provide suitable solutions across insurance, investments, and estate planning, and build long-term relationships.

Structured training, mentorship, and performance-based incentives are available, with flexible working arrangements and a supportive environment.

Qualifications

• Strong communication and interpersonal skills expected.
• Willingness to learn and adapt in a client-facing role.
• Self-motivated with a sales-oriented mindset.

Responsibilities

• Meet and understand clients' financial needs and goals
• Provide suitable solutions in insurance protection, investment/unit trust and estate planning (will & trust)
• Build and maintain long-term client relationships
• Develop new clients through networking, referrals and other business development activities
• Provide regular reviews and follow-up services to existing clients
• Attend training and continuously develop financial knowledge and communication skills

Job description

We are looking for individuals who are interested in building a career in financial services and sales.

Key responsibilities

Meet and understand clients' financial needs and goals

Provide suitable solutions in insurance protection, investment/unit trust and estate planning (will & trust)

Build and maintain long-term client relationships

Develop new clients through networking, referrals and other business development activities

Provide regular reviews and follow-up services to existing clients

Attend training and continuously develop financial knowledge and communication skills

About you

Good communication and interpersonal skills

Willing to learn and comfortable meeting people

Self-motivated and responsible

Sales experience is an advantage but not compulsory

Fresh graduates and career switchers are welcome

Required industry examinations/licensing will apply depending on the financial products represented

Structured training and mentorship

Flexible working environment

Performance-based income and incentives

Exposure to different areas of financial services