Sales Advocate

KEY Wealth Planner; Seberang Perai; Hybrid; MYR 45,000 - 78,000; Full time

Job summary

KEY Wealth Planner in Seberang Perai (Penang) is seeking a dynamic Sales Representative for a hybrid role. You will identify potential clients, build relationships, and present tailored financial solutions to individuals and families.

You will conduct consultations, prepare proposals, and strive to meet sales targets while staying abreast of market trends and collaborating with the team to sharpen strategies.

Qualifications

• Strong communication, presentation, and interpersonal skills.
• Sales, customer service, and relationship-building expertise.
• Knowledge of financial products, including investments, takaful, and legacy planning.
• Proficiency in business development and lead generation strategies.
• Ability to analyze client needs and provide tailored financial solutions.

Responsibilities

• Identify potential clients and build lasting relationships.
• Present tailored financial solutions to clients and close sales.
• Conduct client consultations and prepare proposals.
• Aim to achieve and exceed sales targets.
• Stay updated on market trends and collaborate with the team to refine sales strategies.

Skills

Communication skills

Presentation skills

Interpersonal skills

Sales experience

Customer service

Lead generation

Financial product knowledge

Ethical conduct

Time management

Education

Bachelor's degree in Finance/Business/Marketing

Job description

Established in 2015, KEY Wealth Planner is dedicated to helping individuals and families build, protect, and transfer their wealth with confidence. Specializing in financial strategies, legacy planning, takaful solutions, investments, and will writing, the organization provides tailored financial services. Committed to empowering clients, KEY Wealth Planner supports them in achieving their financial goals and long-term security. With expertise and professionalism, the company fosters trust and confidence in every step of the financial journey.

Role Description

This is a hybrid Sales Representative role based in Seberang Perai, with the flexibility to work partially from home. The Sales Representative will be responsible for identifying potential clients, building and maintaining relationships, and presenting tailored financial solutions. Daily responsibilities include conducting client consultations, preparing and presenting proposals, and achieving sales targets. The role also involves staying updated on market trends and collaborating with team members to enhance sales strategies.

Qualifications

• Strong communication, presentation, and interpersonal skills
• Sales, customer service, and relationship-building expertise
• Knowledge of financial products, including investments, takaful, and legacy planning
• Proficiency in business development and lead generation strategies
• Ability to analyze client needs and provide tailored financial solutions
• Self-motivated with excellent time management and organizational skills
• High level of integrity and ethical conduct in all transactions
• Prior experience in the financial services sector is a plus
• Bachelor's degree in Finance, Business, Marketing, or a related field is preferred