Personal Financial Executive

ELITE MARKETING GROUP SDN. BHD.; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A financial advisory firm is seeking a Personal Financial Executive in Kuala Lumpur. The role involves driving outbound sales, building customer relationships, and achieving sales targets. Candidates should have strong communication skills, be self-driven, and able to work independently. Full training is provided for fresh graduates. The position offers uncapped earning potential with basic salary plus commission, bonuses, and benefits. Join a supportive team focused on helping clients achieve financial security.

Benefits

Uncapped earning potential with attractive commissions

Quarterly Bonus

EPF & SOCSO coverage

14 days annual leave + medical leave

Supportive work environment

Company Annual Fun Activities

Qualifications

• Fresh graduates encouraged to apply with full training provided.
• Positive mindset, self-driven, and eager to learn.
• Able to work independently and hit performance targets.

Responsibilities

• Drive outbound calls to potential customers from provided lead lists.
• Build strong product understanding and communicate key benefits.
• Engage customers professionally, identify needs, and deliver solutions.

Skills

Strong communication skills

Professional phone etiquette

Strong interpersonal skills

Basic computer literacy

Education

Minimum SPM / Diploma / Degree

Job description

Overview

We’re looking for an energetic and goal-oriented Personal Financial Executive to join our growing team. This role is ideal for individuals who enjoy engaging with people, thrive in a high-impact environment, and are excited about building a rewarding career in financial services. You’ll drive outbound sales activities, build strong customer relationships, and champion our product offerings to meet business growth objectives.

Key Responsibilities

• Drive outbound calls to potential customers from provided lead lists.
• Build strong product understanding and confidently communicate key benefits.
• Engage customers professionally, identify needs, and deliver effective solutions.
• Present persuasive sales pitches and address customer questions or objections.
• Develop and qualify new leads while maintaining accurate CRM records.
• Achieve weekly and monthly sales targets and KPIs.
• Conduct follow-up calls to nurture prospects and close opportunities.
• Stay compliant with company policies and industry regulations.
• Participate in continuous training to enhance product and sales capabilities.
• Collaborate with the team to share customer insights and improve performance.

Requirements

• Minimum SPM / Diploma / Degree.
• Fresh graduates encouraged to apply — full training provided.
• Strong communication skills and professional phone etiquette.
• Basic computer literacy (Microsoft Office, email).
• Positive mindset, self-driven, and eager to learn.
• Able to work independently and hit performance targets.
• Strong interpersonal and listening skills.

What You’ll Enjoy

• Uncapped earning potential with attractive commissions (Basic RM 2.5k + Commission)
• Quarterly Bonus and Cash Sales Challenge Bonus
• EPF & SOCSO coverage.
• Work-life balance: Monday–Friday, 10AM–7PM (Weekends off!).
• Recognition programs and performance rewards.
• 14 days annual leave + medical leave + birthday leave.
• Supportive and friendly work environment geared towards growth.
• Company Annual Fun Activities.

About Us

Elite Marketing Group Sdn Bhd is a growing financial advisory firm founded in 2021. We help individuals and businesses make smarter financial decisions through personalised advice and practical financial solutions. We are proud to be recognised as Malaysia’s Most Outstanding Wealth Advisor 2023 and a SME100 Awards 2025 – Fast Moving Company, reflecting our strong performance and commitment to quality. Our goal is simple — to guide our clients toward better financial security and a more confident future. We believe everyone deserves the right knowledge, clear planning, and the right support to achieve their financial goals.

Join us and be part of a dynamic team that is passionate about helping people build a stronger financial future. APPLY NOW!!

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