Life Insurance & Financial Planning Advisor

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

Job summary

Private Advertiser in Malaysia seeks a dynamic Sales/Financial Advisor to identify new clients and opportunities, and to provide tailored financial planning and insurance solutions. You will build lasting client relationships through presentations, follow-ups, and professional after-sales service.

The role requires meeting monthly targets, attending training, and maintaining meticulous client records, contributing to the company’s growth in Sarawak region.

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 Malaysia seeks a dynamic Sales/Financial Advisor to identify new clients and opportunities, and to provide tailored financial planning and insurance solutions. You will build lasting client relationships through presentations, follow-ups, and professional after-sales service.

The role requires meeting monthly targets, attending training, and maintaining meticulous client records, contributing to the company’s growth in Sarawak region.