Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
In accordance with the company’s overall sales strategy, formulate quarterly and monthly offline sales targets for Malaysia, reasonably allocate targets to each sales team and individual, track target achievement progress, analyze deviation causes, and develop targeted improvement measures to ensure 100% fulfillment of offline sales indicators.
Recruit, train and assess the offline sales team to build a high-performance team; clarify job responsibilities of team members, conduct regular training on sales skills, product knowledge and customer service to improve overall professional competence; establish an effective team incentive mechanism to stimulate motivation and cohesion, and handle daily team issues.
Conduct regular offline market research in Malaysia, collect information on market demand, competitor dynamics and industry policies, and generate market analysis reports to provide data support for product iteration and sales strategy adjustment; monitor offline sales data, conduct multi-dimensional analysis, and put forward optimization suggestions.
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