Life Insurance & Financial Planning Advisor

Private Advertiser; Ipoh; On-site; MYR 33,000 - 67,000; Full time

Job summary

Private Advertiser in Ipoh, Malaysia is seeking a motivated sales professional to identify and develop new clients, and provide tailored financial planning and insurance solutions. You will build strong client relationships and conduct presentations to explain suitable products.

You will follow up with prospects and existing clients, aim to hit monthly sales targets, and provide professional after-sales service while attending training and team activities.

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 Ipoh, Malaysia is seeking a motivated sales professional to identify and develop new clients, and provide tailored financial planning and insurance solutions. You will build strong client relationships and conduct presentations to explain suitable products.

You will follow up with prospects and existing clients, aim to hit monthly sales targets, and provide professional after-sales service while attending training and team activities.