Job description
Provide professional financial consultation services to clients on debt management, bank loans, and portfolio planning
Actively promote the company’s financial products and services to potential clients
Build and maintain strong client relationships through attentive listening and effective problem-solving
Conduct one-on-one consultations to assess client needs and recommend personalized financial solutions
Follow up with leads, handle client inquiries, and close sales efficiently
Work closely with back-end support teams to ensure smooth processing and customer satisfaction
Educate clients about financial best practices and loan processes
Achieve monthly and quarterly sales targets set by the company
Attend training sessions and internal meetings to enhance product knowledge and sales techniques
Represent the company’s values of responsibility, integrity, and trust in all client interactions
Requirements
Minimum SPM qualification; diploma or degree in finance, business, or related fields is an advantage
Fresh graduates are welcome; experience in sales or financial consultation is a plus
Strong interpersonal and communication skills in English, Bahasa Malaysia; Mandarin is an added advantage
Goal-oriented, proactive, and highly motivated to achieve sales targets
Ability to work both independently and as part of a team
Passion for helping others with a genuine interest in financial education and customer service
Strong sense of responsibility, reliability, and integrity
Willingness to learn and grow with a dynamic and expanding company
Benefits
Competitive base salary with attractive sales commission and performance incentives
Comprehensive in-house training and ongoing professional development
Opportunity to be mentored by experienced senior financial consultants
Career advancement opportunities in a growing company
Supportive and dynamic team environment
Monthly team bonding activities and recognition awards
Flexible working hours and hybrid arrangements (where applicable)
Annual company trips and reward-based incentives
Opportunity to be part of a meaningful mission to empower Malaysians with financial knowledge
Additional Information
- Age Range of Candidate: None
- Experience: None
- Specific Work Location: -