Life Insurance & Financial Planning Specialist

Private Advertiser; West Coast Division; On-site; MYR 30,000 - 60,000; Full time

Job summary

Private Advertiser in Malaysia seeks a dynamic sales professional to identify new clients, present financial planning and insurance solutions, and build lasting relationships. You will manage client records, track prospects, and provide after-sales service while aligning with monthly targets.

This role requires the ability to explain suitable solutions, attend training and meetings, and participate in team activities to grow the business.

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 new clients, present financial planning and insurance solutions, and build lasting relationships. You will manage client records, track prospects, and provide after-sales service while aligning with monthly targets.

This role requires the ability to explain suitable solutions, attend training and meetings, and participate in team activities to grow the business.