Conduct comprehensive financial assessments to understand customers’ goals, priorities, risk appetite, and long-term financial needs.
Provide personalized financial advisory by recommending suitable wealth management and insurance solutions aligned with customers’ life stages and financial objectives.
Develop, strengthen, and retain long-term client relationships, acting as a trusted advisor throughout the customers’ financial journey.
Engage and acquire clients through multiple channels, including branch consultations, outbound calls, telemarketing, social media engagement, community events, and marketing roadshows.
Drive sales performance by consistently meeting or exceeding monthly sales targets, KPIs, and compliance standards established by the bank.
Ensure adherence to regulatory and internal compliance requirements, maintaining accurate documentation and delivering ethical, customer-focused advisory services.
Collaborate closely with branch teams and product specialists to deliver holistic financial solutions and enhance customer experience.

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; JOB REQUIREMENTS:

Minimum Diploma or Bachelor’s Degree in any discipline; SPM holders with at least 5 years of relevant experience will also be considered.
Minimum 1 year of sales experience in any industry; candidates with experience in banking, finance, or insurance sales will be given added priority.
Open to candidates from various sales backgrounds who demonstrate strong interest and passion for financial services.
Highly driven and results-oriented, with a strong track record of performing well in a target-driven sales environment.
Willing to travel to support branch activities, client meetings, and engagement initiatives within assigned areas.
Possession of relevant licenses such as PCE (Part A and B), PCIL, CEILI, or TBE is a strong advantage.

Job Benefits

Excellent career growth opportunities within the fast-paced banking and financial services industry.
Competitive basic salary ranging from RM3,000 to RM4,000, depending on experience and qualifications.
Fixed monthly allowance of RM300 to support daily operational needs.
High earning potential through attractive commissions and performance incentives, with opportunities to earn RM1,500 or more monthly.
Comprehensive employee benefits package, including medical coverage, insurance protection, and various staff perks.
Structured and continuous training programs to build your expertise in financial advisory, sales, and customer engagement.

Financial Services Consultant | TOP Leading Bank | Sarawak (NH)