Life Insurance & Financial Planning Advisor

Private Advertiser; Petaling Jaya; On-site; MYR 42,000 - 90,000; Full time

Job summary

Private Advertiser in Malaysia seeks a dynamic sales professional to identify and develop new clients and opportunities. The role provides financial planning and insurance solutions tailored to client needs, building strong long-term relationships.

You will conduct product presentations, follow up with prospects and existing clients, and strive to meet monthly sales targets while delivering professional after-sales service. Training and team activities are part of the job.

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 professional to identify and develop new clients and opportunities. The role provides financial planning and insurance solutions tailored to client needs, building strong long-term relationships.

You will conduct product presentations, follow up with prospects and existing clients, and strive to meet monthly sales targets while delivering professional after-sales service. Training and team activities are part of the job.