- 54-2, Jalan Puteri 2/4, Bandar Puteri Puchong Puchong 47100 Malaysia 47100

Working Location
Job Description
Requirements
Proven track record in sales, preferably within the financial services or insurance sector.
Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
Strong understanding of risk management principles and financial products.
Ability to work independently and manage a client portfolio effectively in a hybrid work environment.
Fluency in both English and Mandarin to cater to a diverse client base.
Proactive and self-motivated with a results-oriented approach to sales.
Willingness to learn and adapt to new financial products and market trends.
Ability to conduct client needs analysis and propose suitable financial solutions.
Responsibilities
Proactively identify and pursue new business opportunities within the financial product sector, focusing on risk management solutions and leveraging partnerships with Great Eastern and OCBC Bank.
Develop and maintain strong relationships with prospective and existing clients, understanding their unique financial needs and recommending suitable products and services.
Conduct thorough needs analysis and risk assessments for clients, providing expert advice on financial planning and risk mitigation strategies.
Effectively present and explain complex financial products and services to a diverse clientele, ensuring clarity and comprehension.
Achieve and exceed monthly and quarterly sales targets through strategic planning, pipeline management, and effective closing techniques.
Collaborate with internal teams to ensure seamless client onboarding and post-sales support, fostering long-term client satisfaction and loyalty.
Stay abreast of market trends, competitor activities, and new financial products to maintain a competitive edge and provide informed recommendations.
Utilize CRM systems to track leads, manage customer interactions, and report on sales activities and performance.
Benefits
Skills
IOI PUCHONG JAYA
0.5 km
PUSAT BANDAR PUCHONG
1.2 km
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