Financial Solutions Advisor

Private Advertiser; Penang; On-site; MYR 60,000 - 90,000; Full time

Job summary

Private Advertiser is seeking a proactive Sales & Business Development professional in Malaysia, Penang, to identify and engage potential clients through networking, referrals, and market research. You will build long-term relationships, assess needs, and propose tailored financial plans.

You will present proposals, negotiate sales to hit targets, and maintain updated financial plans while ensuring compliance and client trust.

Qualifications

• Strong communication and interpersonal skills.
• Analytical thinking with the ability to match solutions to client needs.
• Self-driven, goal-oriented, and resilient in a performance-based environment.
• Knowledge of financial products, insurance, and investment planning.

Responsibilities

• Identify and approach potential clients through networking, referrals, and market research.
• Build and maintain strong client relationships to expand the customer base.
• Assess clients’ financial status, goals, and risk appetite.
• Recommend tailored financial solutions including insurance, investment, and retirement planning.
• Provide professional guidance to ensure clients achieve financial security without overlapping coverage.
• Present proposals and explain financial products clearly to clients.
• Negotiate and close sales to meet monthly and quarterly targets.
• Revise and update financial plans according to clients’ evolving needs.
• Prepare and submit required documents for policy issuance and investment plans.
• Ensure compliance with company policies, industry regulations, and ethical standards.
• Conduct regular reviews with clients to track progress and adjust strategies.
• Provide ongoing support and maintain long‑term trust‑based relationships.

Skills

Communication

Interpersonal skills

Analytical thinking

Goal oriented

Self-driven

Financial products

Insurance

Investment planning

Job description

Private Advertiser is seeking a proactive Sales & Business Development professional in Malaysia, Penang, to identify and engage potential clients through networking, referrals, and market research. You will build long-term relationships, assess needs, and propose tailored financial plans.

You will present proposals, negotiate sales to hit targets, and maintain updated financial plans while ensuring compliance and client trust.