Hybrid Wealth Solutions Advisor

Key Wealth Planner Sdn Bhd; Seberang Perai; Hybrid; MYR 33,000 - 67,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

KEY Wealth Planner is seeking a results-driven Sales Representative for a hybrid role based in Seberang Perai. You will identify potential clients, present tailored financial solutions, and work toward sales targets.

Responsibilities include client consultations, proposals, and staying updated on market trends. A Bachelor's degree in a related field is preferred; prior financial services experience is a plus. Hybrid work arrangement offered.

Qualifications

• Proven ability to communicate clearly and persuasively with clients.
• Experience in selling financial services and maintaining relationships.
• Knowledge of investments, takaful, legacy planning, and related products.
• Strong lead generation and business development capabilities.
• Ability to assess client needs and tailor financial solutions.
• Self-motivated with excellent time management and organizational skills.
• Demonstrates integrity and ethical conduct in all dealings.
• Prior experience in financial services is a plus.
• Bachelor-level degree in a related field is preferred.

Responsibilities

• Identify potential clients and build a robust pipeline.
• Attend client consultations and present tailored financial solutions.
• Prepare and present proposals that meet client objectives.
• Work with the team to refine sales strategies and proposals.
• Aim to achieve or exceed sales targets on a monthly and quarterly basis.
• Stay informed about market trends and financial products.

Skills

Strong communication

Presentation skills

Interpersonal skills

Sales & customer service

Relationship-building

Financial product knowledge

Business development

Lead generation

Time management

Education

Bachelor's degree in Finance, Business, Marketing, or related field

Job description

KEY Wealth Planner is seeking a results-driven Sales Representative for a hybrid role based in Seberang Perai. You will identify potential clients, present tailored financial solutions, and work toward sales targets.

Responsibilities include client consultations, proposals, and staying updated on market trends. A Bachelor's degree in a related field is preferred; prior financial services experience is a plus. Hybrid work arrangement offered.