Financial Solutions Advisor — Training, Mentorship, Commission

Private Advertiser; Kedah; On-site; MYR 42,000 - 66,000; Full time

Benefits offered by this job

Performance-based commission

Incentives

Comprehensive training

Job summary

Private Advertiser is seeking a results-driven financial advisor to develop client relationships and tailor financial protection and planning solutions. No prior industry experience is required as training and mentorship will be provided to help you build a successful career.

You will identify potential clients, conduct meetings to assess goals, present suitable solutions within budgets, and manage ongoing service.

Qualifications

• Communication and interpersonal skills required.
• Positive attitude, self-motivated and eager to learn.
• Strong sense of responsibility and goal orientation.
• Ability to work independently and as part of a team.
• Fresh graduates and career changers welcome.
• Sales or customer service experience is advantageous but not required.
• Comprehensive training and mentorship provided.

Responsibilities

• Identify and connect with potential clients to develop new business opportunities.
• Conduct client meetings to understand financial goals and protection needs.
• Present suitable financial solutions based on clients' needs and budgets.
• Build and maintain long-term client relationships through regular follow-ups.
• Manage client portfolios and provide ongoing customer service.
• Work towards individual sales targets and business development goals.

Skills

Communication skills

Self-motivated

Team player

Willing to learn

Job description

Private Advertiser is seeking a results-driven financial advisor to develop client relationships and tailor financial protection and planning solutions. No prior industry experience is required as training and mentorship will be provided to help you build a successful career.

You will identify potential clients, conduct meetings to assess goals, present suitable solutions within budgets, and manage ongoing service.