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Jobs in Malaysia   »   Jobs in Kuala Lumpur   »   Sales / Marketing jobs   »   Insurance & Financial Advisor

Insurance & Financial Advisor

Kuala Lumpur, Federal Territory of Kuala Lumpur, MY

Job Description: 

  • To analyze customers' financial planning using financial tools calculator 利用财务管理工具协助客户有效地完成财务规划
  • To provide customers professional advice to meet their financial goals 提供专业的咨询与方案协助客户完成最合适的财务规划
  • To provide after sales service and maintain customer relationship 持续地与客户联系关系与提供优质的售后服务


Job Requirements: 

  • Candidate must possess at least SPM/ Diploma/ Bachelor's Degree/Master Degree. 至少SPM/学士文凭/硕士文凭或以上 
  • Preferably 1 – 2 years working experience (Fresh graduates are welcome to apply). 至少1-2年经验为佳,欢迎毕业生前来申请 
  • Have strong and determined will to success. 拥有高度的成功想法
  •  Embrace performance driven sales culture and able to work independently.  掌握销售与有能力个人完成工作
  • Must be willing to travel and possess own transport.  需自备交通
  • Required language: English, Mandarin (to communicate with Mandarin speaking customers). 需通晓英文与华语 
  • Good interpersonal skills. 良拥有好的沟通能力



  • Basic salary RM 2,500 - RM 5,000  底薪 RM2,500 - RM5,000
  • Commission and bonus 佣金与花红
  • Yearly incentives trips and awards 公司年度旅游与奖励
  • Training (Include soft skills and financial planning knowledge) will be provided 提供财务规划与软性技巧培训
  • Job promotions and leadership in the team 工作升迁机会与领导能力


Job Location
Block E3, 38-4-1, Jalan 1/101C , Cheras Business Centre, 56100 Cheras, Kuala Lumpur Malaysia
Click to view the location on Google maps

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Company Overview

At Y.E.S Group, we pride ourselves on providing a wide range of tailored financial planning to our clients from all over Malaysia. We are holding a principle of Young, Energetic, and Style to provide our staff and advisors a lively and friendly working environment because we believe that a healthy workplace will bring out the best in us.

With more than 35 years of experience in the Financial Planning Industry, we have successfully built countless number of industry leaders and young entrepreneurs.

Our vision is to build a high-quality young team, cultivating partners with dreams to achieve million dollars annual income. To achieve this, we are shaping a team of professional advisors through a comprehensive training system, hence providing clients with professional financial planning.

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Company Summary
Y.E.S Group
26-50 employees
Insurance / Pension Funding

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