Sales & Marketing Executive (Wealth Planner)

Abdullah Associates; Seremban; Hybrid; MYR 100,000 - 150,000; Full time

Job summary

A financial services agency is looking for a Sales Executive (Wealth Planner) in Seremban, Malaysia. The role involves assisting clients in managing their finances according to Shariah principles by offering services like takaful planning and investment solutions. Candidates must have a Diploma or higher, and experience in sales is a plus. Benefits include high commissions, biannual bonuses, flexible working hours, and opportunities for career advancement, with comprehensive training provided.

Benefits

High commissions

Monthly allowance/salary

Biannual bonuses

Pension scheme

Performance-based rewards

Flexible working hours

Career advancement opportunities

Comprehensive training and coaching

Qualifications

• Minimum qualification is a Diploma or higher in any field.
• Experience in sales and marketing is advantageous.
• No record in CCRIS, blacklist, or bankruptcy.
• Must have own transportation (motorcycle or car).

Responsibilities

• Provide clear explanations and professional advice on Shariah-compliant financial products.
• Conduct financial needs analysis to recommend suitable solutions.
• Assist clients in planning for protection, savings, investments, and estate distribution.
• Build and maintain strong, long-term relationships with clients.
• Achieve individual sales targets and contribute to team performance.
• Attend training sessions, meetings, and client appointments.

Skills

Ethical approach

Sales and marketing experience

Financial needs analysis

Relationship building

Education

Diploma or higher

Job description

We, Abdullah Associates (AA Agency) are looking for individuals who are ethical, dedicated, and passionate about finance to join our team as Sales Executive (Wealth Planner). For this position, you will play a key role in helping clients plan and manage their finances in accordance with Shariah principles. The services offered include:

Takaful planning

Shariah-compliant investments

Children’s education savings

Estate planning and wealth distribution

Key Responsibilities

Provide clear explanations and professional advice to clients on Shariah-compliant financial products

Conduct financial needs analysis to recommend suitable financial solutions

Assist clients in planning for protection, savings, investments, and estate distribution in accordance with Syariah principles

Build and maintain strong, long-term relationships with clients

Achieve individual sales targets and contribute to the team’s overall performance

Attend training sessions, meetings, and client appointments (both in-person and online)

Eligibility Requirements

Minimum qualification: Diploma or higher in any field

Experience in sales and marketing is a significant advantage

No record in CCRIS, blacklist, or bankruptcy

Must have own transportation (motorcycle or car)

Benefits of Joining Our Team

High commissions (up to 6 years) and monthly allowance/salary

Biannual bonuses and pension scheme

Performance-based rewards such as trips, gadgets, and cash incentives

Flexible working hours (only required to be in the office twice a week; the rest can be remote or fieldwork)

Career advancement opportunities within 3 years (e.g., promotion to Unit Manager)

Comprehensive training, skill development, and ongoing professional coaching provided by our team