Senior Financial Services Consultant (SFSC)

JOB DESCRIPTION Grow your future with us!

Finance - Corporate Finance/Analyst

Working Location:

Salary Range:

RM 4,000 - RM 6,000

Posted Date:

01/11/2024

Client's Profile:

Life insurance & Family Takaful products.

Working Days: 5

Attractive Benefits Included:

• Health Insurance
• Performance bonus

Interested candidates, kindly REGISTER your Job Seeker Profile with CareerMaster & APPLY NOW!

Shortlisted candidates will be notified.

__________________________________________________________________________________________________________________

JOB RESPONSIBILITIES:

• Branch based sales
• Penetrate branch walk in clients & branch database clients
• High net worth clients
• Work closely with LG (lead generator) to provide warm leads
• Mobilized and willing to travel
• Market and sell a wide range of SLMA/SLMT Products suitable to client's needs.
• To achieve individual sales target and contribute towards the achievement of the branch target.
• To provide professional advice and appropriate financial products based on bank client needs.
• Work with Branch Manager (BM) and Banca Business Manager (BBM) to ensure sales activities are in line with business direction.
• To ensure client satisfaction and provide excellent service after sales. To plan promptly on all leads and follow up activities.
• Review performance with Branch Manager.
• Responsible to ensure licensing and CPD requirement is met prior to selling SLMA/SLMT Products.

JOB REQUIREMENTS:

• Advanced/Higher/Graduate Diploma, bachelor's degree, Post Graduate Diploma, Professional Degree in any field.
• Insurance Licensing: PCIL or TBE - Part A & C (Full License)
• Experience/Knowledge: 3 years of working experience in insurance/takaful sales, with good sales track records, Trip Qualifier.