Insurance & Financial Planning Advisor

Private Advertiser; Kuala Lumpur; On-site; MYR 36,000 - 60,000; Full time

Job summary

Private Advertiser in Kuala Lumpur is seeking a proactive sales professional to identify and develop new clients, and present financial planning and insurance solutions tailored to client needs.

You will build strong client relationships, conduct product presentations, and follow up with prospects and existing clients to meet monthly targets while delivering after-sales service and maintaining accurate records.

Qualifications

• Experience in financial planning and insurance is advantageous.
• Strong communication and interpersonal skills.
• Ability to identify client needs and present appropriate solutions.

Responsibilities

• Identify and develop new clients and business opportunities.
• Provide financial planning and insurance solutions based on clients’ needs.
• Build and maintain strong client relationships.
• Conduct product presentations and explain suitable solutions.
• Follow up with prospects and existing clients.
• Achieve monthly sales targets and performance goals.
• Provide professional after-sales service.
• Attend company training, meetings and team activities.
• Manage and maintain client records.

Job description

Private Advertiser in Kuala Lumpur is seeking a proactive sales professional to identify and develop new clients, and present financial planning and insurance solutions tailored to client needs.

You will build strong client relationships, conduct product presentations, and follow up with prospects and existing clients to meet monthly targets while delivering after-sales service and maintaining accurate records.