Life Insurance & Financial Planning Advisor

Private Advertiser; Seremban; On-site; MYR 50,000 - 90,000; Full time

Job summary

Private Advertiser in Malaysia is seeking a dynamic sales professional to identify and convert new client opportunities in the financial services sector. You will assess client needs and provide tailored financial planning and insurance solutions, presenting clear options and benefits.

You will build lasting relationships, follow up with prospects and existing clients, and work towards monthly sales targets while delivering professional after-sales service.

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 is seeking a dynamic sales professional to identify and convert new client opportunities in the financial services sector. You will assess client needs and provide tailored financial planning and insurance solutions, presenting clear options and benefits.

You will build lasting relationships, follow up with prospects and existing clients, and work towards monthly sales targets while delivering professional after-sales service.