Sales Executive (Finance)
Private Advertiser
Stand out for this role — generate a tailored resume and cover letter in about a minute.
Job summary
Private Advertiser in Malaysia is seeking a Sales Executive (Finance) to grow the client base by prospecting and presenting financial solutions. You will advise clients on insurance, investments, and retirement plans while aiming to hit monthly and quarterly targets.
The role requires building long-term relationships, preparing proposals, and maintaining compliance with standards, while providing after-sales reviews and staying updated on market trends.
Responsibilities
- Build and expand client base through prospecting
- Present and explain financial solutions clearly
- Advise clients on insurance, investment, and retirement plans
- Achieve monthly and quarterly sales targets
- Maintain strong, long-term client relationships
- Prepare proposals and handle documentation accurately
- Ensure compliance with company and industry standards
- Provide after-sales service and regular client reviews
- Stay updated on financial products and market trends
- Work independently while contributing to team success
Skills
Job description
Sales Executive (Finance) role focused on building and expanding client base through prospecting and presenting financial solutions.
Key responsibilities
Build and expand client base through prospecting
Present and explain financial solutions clearly
Advise clients on insurance, investment, and retirement plans
Achieve monthly and quarterly sales targets
Maintain strong, long-term client relationships
Prepare proposals and handle documentation accurately
Ensure compliance with company and industry standards
Provide after-sales service and regular client reviews
Stay updated on financial products and market trends
Work independently while contributing to team success
Your application will include the following questions:
- Which of the following statements best describes your right to work in Malaysia?
- What's your expected monthly basic salary?
- How many years' experience do you have as a Finance Executive?
- Which of the following types of qualifications do you have?
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
