Financial Advisor

Agensi Pekerjaan Smarttrend Sdn Bhd


Date: 3 hours ago
City: Subang Jaya
Contract type: Full time
Job Responsibility

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

Job Requirements

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

Job Benefits

Health Insurance, Dental Insurance, Performance bonus, Transportation Allowance, Minimum 1 days of Annual Leave

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