Life Insurance & Financial Planning Advisor

Private Advertiser; Kota Samarahan; On-site; MYR 45,000 - 89,000; Full time

Job summary

Private Advertiser in Malaysia seeks a results-driven sales professional to identify and develop new clients, offering financial planning and insurance solutions tailored to client needs.

You will build lasting relationships, present products, follow up with prospects and existing clients, and strive to meet monthly sales targets while delivering professional after-sales service and accurate client records.

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.

Skills

Client acquisition

Financial planning

Insurance solutions

Relationship building

Product presentations

Sales targets

Customer service

Record keeping

Job description

Private Advertiser in Malaysia seeks a results-driven sales professional to identify and develop new clients, offering financial planning and insurance solutions tailored to client needs.

You will build lasting relationships, present products, follow up with prospects and existing clients, and strive to meet monthly sales targets while delivering professional after-sales service and accurate client records.