Sales Advisor

PMG Venture Capital; Ipoh; On-site; MYR 36,000 - 60,000; Full time

Job summary

PMG Venture Capital Sdn Bhd in Ipoh is seeking a full-time Sales Advisor to engage with prospective and existing clients, assess financial protection needs, and recommend insurance and takaful solutions. You will conduct meetings, follow up on leads, prepare proposals, and handle sales documentation in line with regulations.

You will collaborate with a small team, participate in regular training, and work on-site in Ipoh to achieve individual and agency sales targets while maintaining high

Qualifications

• Diploma or equivalent education is preferred and licensing or willingness to obtain industry certifications is expected.
• Strong interpersonal and customer service abilities to build trust and long-term client relationships.
• Effective communication skills, both spoken and written, in relevant languages.

Responsibilities

• Engage with prospective and existing clients to understand their financial protection needs.
• Recommend suitable insurance and takaful solutions and prepare proposals.
• Conduct client meetings, follow up on leads, and complete sales documentation in line with regulatory requirements.
• Provide ongoing customer service and assist with policy inquiries and claims-related processes.

Skills

Interpersonal Skills

Customer Service

Communication

Sales Skills

Training & Coaching

CRM familiarity

Education

Diploma or equivalent

Tools

CRM systems

Job description

Company Description PMG Venture Capital Sdn Bhd is an Agency Leader Corporation (ALC) operating under Prudential Assurance Malaysia Berhad and Prudential BSN Takaful Berhad, both established and trusted providers in the Malaysian insurance and takaful industry. Founded on 12 May 2021, PMG Venture Capital is part of The Agency Group, which has been active in Malaysia since 2012 and leads a network of agency leaders and more than 500 takaful agents. The company focuses on building a strong foundation for agency management, enhancing business performance, and supporting growth in a competitive market. PMG Venture Capital currently operates in multiple locations across Malaysia, including Ipoh, Perlis, Penang, Alor Setar, Kuantan, Subang Jaya, Damansara Intan, Johor Bahru, Melaka, Kuala Terengganu, and Kelantan, with plans to expand nationwide by 2025. The agency emphasizes a collaborative team environment and a healthy, professional work culture.

Role Description This is a full-time, on-site Sales Advisor role based in Ipoh. The Sales Advisor will engage with prospective and existing clients to understand their financial protection needs and recommend suitable insurance and takaful solutions. Daily responsibilities include conducting client meetings, following up on leads, preparing proposals, and completing sales documentation in line with company and regulatory requirements. The role also involves providing ongoing customer service, assisting clients with policy inquiries, and supporting claims-related processes. Sales Advisors will collaborate with team members, participate in regular training and coaching sessions, and contribute to achieving individual and agency sales targets.

Qualifications

• Candidates should possess strong Interpersonal Skills and Customer Service abilities to build trust and maintain long-term client relationships.
• Candidates should possess effective Communication skills, including clear spoken and written communication in relevant languages.
• Candidates should possess solid Sales skills, including prospecting, negotiation, and closing, with a results-oriented mindset.
• Candidates should possess Training-related skills, such as willingness to learn, participate in coaching, and share knowledge with colleagues.
• Additional beneficial qualifications include prior experience in insurance, takaful, banking, or financial services; familiarity with basic financial planning concepts; and comfort using digital tools and CRM systems.
• A minimum of a diploma or equivalent education is preferred, with valid licensing or willingness to obtain required industry certifications.
• The ability to work on-site in Ipoh, manage time effectively, and operate with high ethical standards and professionalism is essential.