Financial Services Consultant

CIMB Group Holdings Berhad; Selangor; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading financial services company in Malaysia is seeking Financial Services Consultants to promote Bancassurance life insurance products. The ideal candidate will have a minimum of SPM with 5 passes or a Diploma/Degree in Marketing/Business. Responsibilities include providing financial advice and ensuring customer satisfaction. Candidates must possess good interpersonal skills and be enthusiastic about sales. Fresh graduates are encouraged to apply, as intensive training will be provided.

Qualifications

• Minimum qualification of SPM with 5 passes including Bahasa Malaysia.
• Minimum 1 year of working experience in the branch environment.
• Result-oriented and passionate about marketing.

Responsibilities

• Promote and sell Bancassurance life insurance products.
• Provide professional advice on financial products.
• Ensure customer satisfaction and excellent after-sales service.

Skills

Customer service skills

Interpersonal skills

Sales skills

Ability to work independently

Education

SPM with 5 passes or Diploma/Degree in Marketing/Business

Job description

Financial Services Consultant - Walk In Interview (26 February 2026)

Ready to grow your career in banking? We're hiring Financial Services Consultants to join our dynamic team! Walk-In Interviews Details:

Date: 26 February 2026 (Thursday)

Time: 9:00am to 5:00pm

Overview

Job Description

To promote and professionally sell a wide range of Bancassurance life insurance products to the Bank’s existing and potential customers. To provide professional advice on appropriate financial products based on customer need. To ensure customer satisfaction and provide excellent after sales service. To plan and implement sales activities related to Bancassurance products. To act promptly on all leads and follow up activities. To acquire good knowledge of Bancassurance products in the market. To achieve individual sales target and contribute towards the achievement of the branch target.

Responsibilities

• Promote and professionally sell a wide range of Bancassurance life insurance products to the Bank’s existing and potential customers.
• Provide professional advice on appropriate financial products based on customer needs.
• Ensure customer satisfaction and provide excellent after-sales service.
• Plan and implement sales activities related to Bancassurance products.
• Act promptly on all leads and follow-up activities.
• Acquire good knowledge of Bancassurance products in the market.
• Achieve individual sales targets and contribute towards the branch target.

Qualifications

• Minimum qualification of SPM with 5 passes inclusive of Bahasa Malaysia / Diploma / Degree holder in Marketing / Business Study or equivalent.
• Minimum 1 year of working experience in the branch environment.
• Result oriented, passionate about marketing and willing to adapt to new things.
• Ability to work independently with minimum supervision.
• Ability to deliver high quality customer service to external and internal customers.
• Possess good interpersonal skills and able to actively interact with all levels of customers.
• Candidate with full insurance licenses (PCE / CEILI / TBE) will have added advantage.
• Fresh graduates in any discipline are strongly encouraged to apply as intensive training will be provided.

Note: Only shortlisted candidates will be notified.