Financial Services Executive (Life Insurance Agent)

Private Advertiser; Labuan; On-site; MYR 22,000 - 56,000; Full time

Job summary

Private Advertiser in Labuan, Malaysia seeks a Financial Services Executive (Life Insurance Agent) to identify clients, assess needs, and propose protection plans. You will build relationships, present products, and drive sales with ongoing support from the company.

No prior insurance experience is required as comprehensive training will be provided; candidates with strong communication skills and a customer‑centric approach are encouraged to apply.

Qualifications

• Minimum SPM qualification or equivalent.
• Good communication and interpersonal skills.
• Positive attitude, self-motivated and willing to learn.
• Able to work independently and as part of a team.
• Strong interest in sales, customer service and financial planning.
• Fresh graduates encouraged to apply.
• No prior insurance experience required; training provided.
• Communication and presentation skills.
• Customer relationship management, negotiation and problem-solving skills.

Responsibilities

• Identify and approach potential clients to develop new business opportunities.
• Conduct financial needs analysis to understand clients' goals and protection needs.
• Recommend life insurance, medical, critical illness, and personal protection plans.
• Explain benefits, features, premiums, and coverage clearly to clients.
• Arrange client appointments and conduct presentations.
• Follow up with prospective clients and maintain relationships with existing customers.
• Provide ongoing customer service, including policy reviews and servicing.
• Aim to achieve individual sales targets and contribute to team goals.
• Participate in training and development programmes.
• Build a strong personal network and expand the customer base.

Skills

Communication skills

Interpersonal skills

Sales interest

Customer service

Financial planning

Education

SPM or equivalent

Job description

Financial Services Executive (Life Insurance Agent)

As a Life Insurance Agent, you will play an important role in helping individuals and families achieve financial security through suitable insurance and protection solutions. You will be responsible for identifying potential clients, understanding their financial needs, providing professional recommendations, and building long-term customer relationships.

Key responsibilities

Identify and approach potential clients to develop new business opportunities.

Conduct financial needs analysis to understand clients' financial goals and protection needs.

Recommend suitable life insurance, medical, critical illness, and personal protection plans.

Explain insurance benefits, policy features, premiums, and coverage clearly to clients.

Arrange client appointments and conduct professional presentations.

Follow up with prospective clients and maintain relationships with existing customers.

Provide ongoing customer service, including policy reviews and policy servicing.

Achieve individual sales targets and contribute to team business objectives.

Participate in company training, meetings, and professional development programmes.

Build a strong personal network and expand the customer base.

About you

Minimum SPM qualification or equivalent.

Good communication and interpersonal skills.

Positive attitude, self-motivated, and willing to learn.

Able to work independently and as part of a team.

Strong interest in sales, customer service, and financial planning.

Fresh graduates are encouraged to apply.

No prior insurance experience is required. Training will be provided.

Communication and presentation skills.

Customer relationship management, negotiation and problem-solving skills.