Sales Executive (Finance)

Private Advertiser; Penang; On-site; MYR 60,000 - 90,000; Full time

Job summary

Private Advertiser is seeking a proactive Sales & Business Development professional in Malaysia, Penang, to identify and engage potential clients through networking, referrals, and market research. You will build long-term relationships, assess needs, and propose tailored financial plans.

You will present proposals, negotiate sales to hit targets, and maintain updated financial plans while ensuring compliance and client trust.

Qualifications

• Strong communication and interpersonal skills.
• Analytical thinking with the ability to match solutions to client needs.
• Self-driven, goal-oriented, and resilient in a performance-based environment.
• Knowledge of financial products, insurance, and investment planning.

Responsibilities

• Identify and approach potential clients through networking, referrals, and market research.
• Build and maintain strong client relationships to expand the customer base.
• Assess clients’ financial status, goals, and risk appetite.
• Recommend tailored financial solutions including insurance, investment, and retirement planning.
• Provide professional guidance to ensure clients achieve financial security without overlapping coverage.
• Present proposals and explain financial products clearly to clients.
• Negotiate and close sales to meet monthly and quarterly targets.
• Revise and update financial plans according to clients’ evolving needs.
• Prepare and submit required documents for policy issuance and investment plans.
• Ensure compliance with company policies, industry regulations, and ethical standards.
• Conduct regular reviews with clients to track progress and adjust strategies.
• Provide ongoing support and maintain long‑term trust‑based relationships.

Skills

Communication

Interpersonal skills

Analytical thinking

Goal oriented

Self-driven

Financial products

Insurance

Investment planning

Job description

Identify and approach potential clients through networking, referrals, and market research.

Build and maintain strong client relationships to expand the customer base.

Assess clients’ financial status, goals, and risk appetite.

Recommend tailored financial solutions including insurance, investment, and retirement planning.

Provide professional guidance to ensure clients achieve financial security without overlapping coverage.

Sales & Business Development

Present proposals and explain financial products clearly to clients.

Negotiate and close sales to meet monthly and quarterly targets.

Revise and update financial plans according to clients’ evolving needs.

Documentation & Compliance

Prepare and submit required documents for policy issuance and investment plans.

Ensure compliance with company policies, industry regulations, and ethical standards.

Conduct regular reviews with clients to track progress and adjust strategies.

Provide ongoing support and maintain long‑term trust‑based relationships.

Which of the following statements best describes your right to work in Malaysia?

Skills & Competencies

Strong communication and interpersonal skills.

Analytical thinking with the ability to match solutions to client needs.

Self‑driven, goal‑oriented, and resilient in a performance‑based environment.

Knowledge of financial products, insurance, and investment planning.