Financial Services Consultant
Posting Date : 09 Oct 2024 | Close Date :07 Jan 2025


Job Title: Financial Services Consultant (FSC)

Job Function 1: Sales

Job Function 2: Account & Relationship Management

Job Country: Malaysia

Job Location: Nationwide

Role Type: New Role

Number of People Required: 150

How urgent is the Role: Very Urgent

Work Type: Full Time

Pay Type: Monthly salary

Pay Range: MYR 2000 - 4000

Salary Remarks: This role is eligible for incentive

Blind Ad: No

Candidate Requirements

Work Arrangement: 5 days work week

Work Arrangement Remarks: Normal banking working hours

Seniority Level: Mid Level

Minimum Education Level: Degree

Minimum Years of Experience: 1

Language Requirements: English,Malay

Technical skills/Certifications Requirements: PCIL or TBE - Part A & C (Partial License)

Benefits: Health Insurance, Dental Insurance, Performance bonus, Transportation Allowance, Minimum 1 days of Annual Leave.

Job Description

Job Functions:

1. Branch based sales

2. Penetrate branch walk in clients & branch database clients

3. Mass clients

4. Work closely with LG (lead generator) to provide warm leads

5. Mobilized and willing to travel 

Key Roles:

1.Market and sell a wide range of SLMA/SLMT Products suitable to client's needs.

2. To achieve individual sales target and contribute towards the achievement of the branch target.

3. To provide professional advice and appropriate financial products based on bank client needs.

4. Work with Branch Manager (BM) and Banca Business Manager (BBM) to ensure sales activities are in line with business direction.

5. To ensure client satisfaction and provide excellent service after sales.

6. To plan promptly on all leads and follow up activities.

7. Review performance with Branch Manager.

8. Responsible to ensure licensing and CPD requirement is met prior to selling SLMA/SLMT Products.

Requirements:

1. Qualification: Advanced/Higher/Graduate Diploma, bachelor's degree, Post Graduate Diploma, Professional Degree in ant field.

2. Insurance Licensing: PCIL or TBE - Part A & C (Partial License)

3. Experience/Knowledge: 1 years of working experience in insurance/takaful sales, with good sales track records.

 


Sub Specialization : Banking and Financial Services;Insurance
Type of Employment : Permanent
Minimum Experience : 1 Year
Work Location : Multiple Locations