Financial Consultant
Job Summary
This position involves providing professional advisory services on insurance-based financial solutions including protection, wealth accumulation, and retirement planning. You will be responsible for building and managing your own client portfolio within a leading financial services framework. The role offers a hybrid work arrangement with significant opportunities for career advancement into leadership.
Responsibilities
- Provide financial planning solutions
- Manage and grow client portfolios
- Build long-term client relationships
- Participate in team initiatives
Required Skills
- Communication and interpersonal skills
- Relationship building
- Self-motivation and discipline
- Financial advisory capability
Job Details
Key Responsibilities:
- Provide comprehensive financial planning solutions, including protection, savings, investment, and retirement planning.
- Build and maintain long-term client relationships with a focus on trust and professionalism.
- Manage and grow a portfolio of clients through consistent engagement and servicing.
- Continuously upgrade financial knowledge and advisory skills through structured training.
- Participate in team initiatives and contribute to business growth.
- Opportunity to progress into leadership and team-building roles.
Benefits:
- Performance-based income (Commission-driven) RM150,000 – RM220,000+ annually.
- Business Capital Support RM4,500 – RM16,000/month (up to 24 months, based on performance).
- High commission structure, additional incentives, bonuses, and rewards.
- Flexible working arrangement (Hybrid / Remote).
- Structured training programs and continuous professional development.
- One-to-one mentorship from experienced industry performers.
- Overseas incentive trips and international recognition opportunities (e.g. MDRT, Conventions).
Requirements:
- Minimum Diploma or Degree in any field.
- Minimum 1–3 years working experience (preferably in banking, sales, or client-facing roles).
- Strong communication, interpersonal, and relationship-building skills.
- Self-motivated, disciplined, and results-driven.
- High level of ambition with a desire to achieve above-average income.
- Able to work independently and as part of a team.
Preferred Background:
- Banking / Relationship Management.
- Sales (Property, Automotive, B2B, Financial Services).
- Corporate or Professional roles with client interaction.