Sales Advisor

SnapWill (Legaplan Sdn. Bhd.); George Town; Hybrid; MYR 45,000 - 78,000; Full time

Job summary

SnapWill, operated by LEGAPLAN SDN BHD, seeks a Sales Advisor for a full-time hybrid role in Penang, with work across Kuala Lumpur/Selangor and Johor. You will present SnapWill’s digital will-writing and estate-planning solutions to prospects through online and in-person consultations and follow-ups.

Responsibilities include identifying and qualifying leads, managing a personal sales pipeline, explaining features clearly, guiding onboarding, and maintaining CRM records.

Qualifications

• Minimum diploma or degree in business, finance, marketing, law, or related field.
• Strong sales and client relationship skills with lead generation and pipeline management.
• Fluent in English and Bahasa Malaysia; additional languages are a plus.

Responsibilities

• Identify and qualify leads and manage a personal sales pipeline.
• Explain SnapWill’s digital will-writing solutions in clear terms.
• Guide clients through onboarding and product adoption; maintain CRM records.
• Collaborate with marketing and operations to support campaigns.
• Meet defined sales targets while delivering empathetic customer experiences.

Skills

Lead generation

Consultative selling

Pipeline management

Excellent communication

Hybrid work experience

Bilingual English/Bahasa Malaysia

Education

Diploma or degree in Business, Finance, Marketing, Law or related field

Tools

CRM systems

Video conferencing tools

Mobile/web applications

Job description

Company Description

SnapWill, operated by LEGAPLAN SDN BHD, is a Malaysia-based digital platform focused on will-writing and estate planning, designed to make legacy planning simple and accessible. Through its web platform and mobile app, SnapWill enables individuals to prepare wills, appoint beneficiaries and executors, arrange guardianship, and organize asset distribution according to their wishes. The platform also offers digital features for users to preserve important memories, messages, and information for their loved ones. In addition to its digital solutions, SnapWill provides opportunities for individuals to build a career as agents, promoting will-writing and estate-planning services within the community. More information about SnapWill and available opportunities can be found at https://snapwill.com.my/.

Role Description

The Sales Advisor role is a full-time, hybrid position based in Penang, Kuala Lumpur/ Selangor and Johor, with flexibility for some work-from-home arrangements. The Sales Advisor will introduce SnapWill’s digital will-writing and estate-planning solutions to prospective clients through consultations, presentations, and follow-ups across online and in-person channels. Daily responsibilities include identifying and qualifying leads, managing a personal sales pipeline, explaining product features and benefits in clear, accessible language, and guiding clients through the onboarding process. The role also involves maintaining accurate records in the CRM system, collaborating with the marketing and operations teams to support campaigns, and participating in training sessions to stay current on products, regulatory requirements, and industry best practices. The Sales Advisor is expected to meet defined sales targets while delivering a professional and empathetic customer experience, particularly when discussing sensitive legacy-planning topics.

Qualifications

• Strong sales and client relationship skills, including lead generation, consultative selling, and pipeline management.
• Excellent communication and interpersonal abilities, with confidence in conducting presentations and client consultations both online and face to face.
• Comfort with digital tools and platforms, including CRM systems, video conferencing tools, and mobile or web applications.
• Ability to explain complex estate-planning concepts in simple terms, with attention to detail and accuracy.
• Self-motivated work style, strong time management, and the ability to operate effectively in a hybrid work environment.
• Previous experience in financial services, insurance, legal, or estate-planning advisory is an advantage but not mandatory.
• Fluency in English and Bahasa Malaysia; proficiency in additional languages common in Malaysia is beneficial.
• Minimum diploma or degree in business, finance, marketing, law, or a related field, or equivalent professional experience.