Wealth Solutions Advisor - Hybrid/Remote

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

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.