Total 18 financial consultant job vacancies in selangor

We are seeking highly motivated individuals to join our team at OLPA as Financial Advisors. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and secure their financial future. You will provide comprehensive financial advice, develop customized financial plans, and recommend suitable financial products and services.

Highlight :

• High Basic Allowance provided 
• Hybrid work mode. Work-life balance with flexible working hours, manage your own schedule.
• Unlimited earning potential (Basic Allowance + Commission + Regular Cash Incentive + Yearly Bonus)
• Comprehensive training and Mentorship programs 
• High Opportunity for career advancement (Promote to Manager in 1 Year)
• Exciting rewards campaign for new joiner (free iPad / Travel etc) 

Job Responsibilities:

• Conduct thorough financial needs analysis to understand clients' financial goals and objectives.
• Develop personalized financial plans and strategies tailored to clients' unique circumstances.
• Educate clients on various financial products and services, including insurance, investments, and retirement planning.
• Build and maintain long-term relationships with clients, providing ongoing support and guidance.
• Keep up-to-date with industry trends, market developments, and regulatory changes.
• Meet or exceed sales targets and contribute to the growth and success of the agency.

Requirements:

• Full time or part time are welcome to apply
• Strong passion for helping others and making a positive impact on their financial well-being.
• Excellent communication and interpersonal skills.
• Proactive and self-motivated with the ability to work independently.
• High level of integrity, professionalism, and ethical conduct.
• Prior experience in sales or customer service is an advantage.
• Minimum SPM qualification or equivalent.
• Chinese Speaking is a must.

If you are ambitious, goal-oriented, and eager to build a successful career in the financial services industry, join our team at OLPA. Take the first step towards a rewarding future by sending your resume us. We look forward to welcoming you to our dynamic team!

Apply now to know more on our Attractive Commission Structure & current newjoin Campaign !

Note: Only shortlisted candidates will be contacted for an interview.

Perks & Benefits

• Commission and bonus
• Flexible working hours
• Company trips

Job Responsibilities:

• Advise customers on personal financial planning matters such as proper percentage of expense,debt,saving,investment and insurance.
• Provide solutions and recommendations for client financial goals.
• Find and approach prospective clients.
• Maintain and enhance business relationships with current and potential clients.

Requirements:

• SPM/Diploma/Degree or higher academic in any fields.
• 18-40 years old.
• Fresh graduate and SPM leavers are encourage to apply.
• Possess own transport.
• Good ethics, with a customer-oriented attitude.
• Self starter with good in communication and interpersonal skill.
• Sales experience will be added advantage.
• Can speak fluent in Mandarin and English (candidates fluent in Mandarin preferred as role requires candidate to deal with Mandarin speaking Clients)

Benefits

• Attractive remuneration package, with Basic Salary+Monthly
• Bonus+Allowance+incentive
• Oversea Trips Achievement and Awards
• Time flexibility
• Career advancement , opportunity to become Leader
• Free training and coaching programmes
• Annual Leave
• Medical and Hospitalisation Leave
• 5 days work

The Application Consultant
is responsible for managing all software implementation and professional service delivery assigned. The requirements and key attributes required for this position are the Responsibilities:

Professional Services:

• Provide application and business analyst consulting services.
• Identify solutions by understanding client requirements and researching the options available in our software products.
• Develop functional specifications for customers.
• Conduct software implementation including education and training for customers.
• Develop and update project management documentation.
• Communicate with customers punctually and professionally.
• Project Management.
• Customer Support Services.
• Assist clients with software bugs/faults & inquiries.
• Help Desk Services for Software Support Services.

Skills & Attributes:

• Accountable and strong ownership in performing assigned tasks.
• Understanding of client service philosophies
• Knowledge of business practices, standard policies & procedures of the company's software products. Knowledge of Dealer Management Systems (DMS) and the automotive Industry will be an added advantage.
• Proficient with personal computer tools, preferably Microsoft Windows, Word, Excel, PowerPoint, and Project.

Outlook and Attitude:

• Motivated to work with minimal supervision.
• Desire to achieve set goals.
• Ability to deal with clients at all levels.
• Maintain a positive attitude towards your work, colleagues and customers.
• Respect the customer's requests, maintaining a polite attitude at all times.

Qualification:

• Degree in Computer Science, Information Systems, Business Administration, Accounting, or equivalent from a recognized Malaysian university.
• Working experience in implementing business applications such as HRMS, ERP, Accounting, and Manufacturing application software is an added experience.
• Interns are welcome to apply.

Perks & Benefits

• Dental Allowance.
• Medical Allowance.
• Travelling Allowance.
• 5-Days Work Week
• WFH Flexibility.
• Employees Provident Fund (EPF), Social Security Organization (SOCSO) insurance, and Annual leave.

Responsibilities:

• Define project goals and objectives.
• Monitor and analyze project effectiveness using qualitative and quantitative tools.
• Recommend and implement modifications to improve effectiveness and attain project milestones.
• Organise, coordinate and monitor activities of assigned projects to develop and implement procedures,processes and systems.
• Educate employees in methods to ensure project continuity and completeness.
• Create detailed task lists and work effort assessment.
• Arrange short and long-term resource allocation plans based on input from all key players and team members.
• Manage schedules and risk management plans and provide serious deviations warnings hindering project results.
• Identify changes in work scope in the project plan.
• Ensure to take appropriate planning measures with all clients to reassess, renegotiate and amend scope of work responsibilities, proposals, contracts and budgets.
• Evaluate and analyze with team risks and issues compromising project results and develop plans to mitigate them.
   

Requirements: 

• Proven work experience as a Project Planner or similar role.
• Familiarity in project management, from conception to delivery.
• An ability to prepare and interpret flowcharts, schedules and step-by-step action plans.
• Outstanding organizational skills, including multitasking and time-management.
• Excellent client-facing and teamwork skills.
• Knowledgeable with risk management and quality assurance control.
• Good working knowledge of Microsoft Project and Microsoft Planner.
• Hands-on experience with project management tools.

Perks & Benefits

• EPF
• SOCSO
• Commission and bonus
• Allowance (travel stipends, transportation, etc.)
• Annual Leave
• Company Trip
• Paid Sick Leave
• Annual Dinner

Job Responsibilities:

• Advise customers on personal financial planning matters such as proper percentage of expense,debt,saving,investment and insurance.
• Provide solutions and recommendations for client financial goals.
• Find and approach prospective clients.
• Maintain and enhance business relationships with current and potential clients.

Requirements:

• SPM/Diploma/Degree or higher academic in any fields.
• 18-40 years old.
• Fresh graduate and SPM leavers are encourage to apply.
• Possess own transport.
• Good ethics, with a customer-oriented attitude.
• Self starter with good in communication and interpersonal skill.
• Sales experience will be added advantage.
• Can speak fluent in Mandarin and English (candidates fluent in Mandarin preferred as role requires candidate to deal with Mandarin speaking Clients)

Benefits

• Attractive remuneration package, with Basic Salary+Monthly
• Bonus+Allowance+incentive
• Oversea Trips Achievement and Awards
• Time flexibility
• Career advancement , opportunity to become Leader
• Free training and coaching programmes
• Annual Leave
• Medical and Hospitalisation Leave
• 5 days work

Company Background:

Talent Recruit is one of the fastest growing recruitment agencies in Malaysia. We strive to support our clients to achieve continued success by delivering the best talent in the market. We also aspire to create significant impact in our communities that bring life changing experience by helping people in achieving their purpose and career goal.

Talent Recruit offers Permanent Placement, Contract Staffing and International Recruitment services, ranging from small companies to large multinational organizations representing various industries and job specialization such as Top Management, Finance & Accounting, Sales & Marketing, Retail, Production, Customer Service, Human Resource & Administration, Banking, Engineering, Information Technology, Education, Logistic & Supply Chain. For further information, please visit www.talentrecruit.com.my.

Due to expansion, we are currently looking for Recruitment Consultant (Junior/Senior) to join our experienced and growing team.

Job Responsibilities:

• To support the full spectrum of recruitment activities, from research, sourcing, interview, offer and all the operational and administrative work associated with hiring.
• Responsible for professional and non- professional hiring across all business functions
• Responsible for the full recruitment process, including managing job posting and headhunting, sourcing and screening of candidates, candidate tracking and status updates to hiring managers.
• Facilitate interview feedback sessions, prepare salary proposal, extend verbal offers and issue Employment Agreements
• Build strong relationships with client and develop an expertise in their business and talent needs, helping to develop and manage talent pools and pipelines
• Assessing and responding to the needs of each particular client or assignment.
   

Job Requirements:

• Candidate must possess at least a Diploma/ Degree in Human Resources or any related fields.
• Minimum 2-3 years of working experience in recruitment agency will be added advantage
• Excellent verbal and written communication, with relationship building skills.
• Proficiency with the Microsoft Office suite (Excel, PowerPoint, Word, Outlook).
   

Job Details

• Working Hour: Monday - Friday, 8:30am - 5:30pm
• Location: Puchong, Selangor
• High commission payout!
• Hybrid work arrangement can be arranged
   

Interested and qualified candidates may apply online or email your updated resume at clement@talentrecruit.com.my

Only shortlisted candidates will be notified.

• High Commission
• Hybrid working arrangement (upon confirmation)
• Near LRT
• 5 working days (Mon-Fri)

應用顧問
負責管理分配的所有軟體實施和專業服務交付。該職位所需的要求和關鍵屬性是職責：

專業的服務：

• 提供應用和業務分析師諮詢服務。
• 透過了解客戶需求並研究我們軟體產品中可用的選項來確定解決方案。
• 為客戶制定功能規格。
• 進行軟體實施，包括對客戶的教育和培訓。
• 開發和更新專案管理文件。
• 準時、專業地與客戶溝通。
• 專案管理。
• 客戶支援服務。
• 協助客戶解決軟體錯誤/故障和查詢。
• 軟體支援服務的幫助台服務。

技能與屬性：

• 在執行分配的任務時有責任心和強烈的主人翁精神。
• 了解客戶服務理念
• 了解公司軟體產品的業務實務、標準政策和程序。了解經銷商管理系統 (DMS) 和汽車行業的知識將是一個額外的優勢。
• 精通個人電腦工具，最好是 Microsoft Windows、Word、Excel、PowerPoint 和 Project。

展望與態度：

• 有動力在最少的監督下工作。
• 渴望實現既定目標。
• 能夠與各個層級的客戶打交道。
• 對工作、同事和客戶保持積極的態度。
• 尊重顧客的要求，並始終保持禮貌的態度。

資質：

• 電腦科學、資訊系統、工商管理、會計或馬來西亞認可大學的同等學歷。
• 實施 HRMS、ERP、會計和製造應用軟體等業務應用程式的工作經驗是額外的經驗。
• 歡迎實習生申請。

津貼和福利

• 牙科津貼。
• 醫療津貼。
• 旅行津貼。
• 每週工作 5 天
• 在家工作的彈性。
• 僱員公積金 (EPF)、社會保障組織 (SOCSO) 保險和年假。

We are seeking highly motivated individuals to join our team at OLPA as Financial Advisors. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and secure their financial future. You will provide comprehensive financial advice, develop customized financial plans, and recommend suitable financial products and services.

Highlight :

• High Basic Allowance provided 
• Hybrid work mode. Work-life balance with flexible working hours, manage your own schedule.
• Unlimited earning potential (Basic Allowance + Commission + Regular Cash Incentive + Yearly Bonus)
• Comprehensive training and Mentorship programs 
• High Opportunity for career advancement (Promote to Manager in 1 Year)
• Exciting rewards campaign for new joiner (free iPad / Travel etc) 

Job Responsibilities:

• Conduct thorough financial needs analysis to understand clients' financial goals and objectives.
• Develop personalized financial plans and strategies tailored to clients' unique circumstances.
• Educate clients on various financial products and services, including insurance, investments, and retirement planning.
• Build and maintain long-term relationships with clients, providing ongoing support and guidance.
• Keep up-to-date with industry trends, market developments, and regulatory changes.
• Meet or exceed sales targets and contribute to the growth and success of the agency.

Requirements:

• Full time or part time are welcome to apply
• Strong passion for helping others and making a positive impact on their financial well-being.
• Excellent communication and interpersonal skills.
• Proactive and self-motivated with the ability to work independently.
• High level of integrity, professionalism, and ethical conduct.
• Prior experience in sales or customer service is an advantage.
• Minimum SPM qualification or equivalent.
• Chinese Speaking is a must.

If you are ambitious, goal-oriented, and eager to build a successful career in the financial services industry, join our team at OLPA. Take the first step towards a rewarding future by sending your resume us. We look forward to welcoming you to our dynamic team!

Apply now to know more on our Attractive Commission Structure & current newjoin Campaign !

Note: Only shortlisted candidates will be contacted for an interview.

Perks & Benefits

• Commission and bonus
• Flexible working hours
• Company trips

Job Highlights

• Attractive Sales Bonus
• Multiple Sales Contest
• Good learning in skills and knowledge

Job Description
Job Responsibilities:

• To build good relationship with real estate agents/negotiators/agencies, developers and bankers to expand the business.
• To conduct frequent meeting or discussion with real estate agents/negotiators to generate new ideas and resolve problems.
• To meet sales targets.
• Organize, develop and execute marketing activities.
• Sales follow-up via email and call from time-to-time.
• Perform ad-hoc tasks assigned by management.

Job Requirements:

• Candidate must possess at least Diploma/Advanced/Higher/Graduate Diploma in Business Studies/Administration/Management, Finance/Accountancy/Banking, Marketing or equivalent.
• Required language(s): Bahasa Malaysia, English, Mandarin (Candidates who are fluent in Mandarin is preferred as the role requires dealing with Mandarin speaking clients).
• At least 1 Year(s) of working experience in the related field is required for this position.
• Required Skill(s): Marketing skill, Selling skill, Leadership, Team Work
• Preferably Senior Executive specialized in Banking/Finance, Marketing/Business Development or equivalent.

Perks & Benefits

• Commission and bonus
• Company trips

Bjak is focused on providing access to affordable and sustainable financial services for people in ASEAN. Headquartered in Malaysia, Bjak is the largest insurance portal in Southeast Asia. Our main portal, Bjak.com, helps millions find the insurance policy with the best value and highest coverage for them. Our investments in technology such as Custom API, blockchain, trading systems and data science is to enable easy access to financial services that were previously inaccessible or difficult to understand.

Our core strengths are in navigating the most complex regulations and environments, creating some of the most innovative products in the world. For instance, we are the first platform globally to simplify and offer investment-linked life and health insurance online, coupled with an instant talk-to-agent service.

Responsibilities:

• Proactively reach out to potential customers via phone calls to introduce our insurance products and services.
• Engage customers in meaningful conversations to understand their insurance needs and concerns.
• Clearly communicate the benefits and features of our insurance policies, addressing any questions or objections the customer may have.
• Utilize persuasive sales techniques to encourage customers to purchase insurance policies.
• Close sales by effectively summarizing the benefits of the chosen insurance plan and guiding the customer through the application process.
• Maintain accurate records of customer interactions and sales activities in the system.

• Proven track record in insurance sales.
• Excellent communication and negotiation skills.
• Self-motivated with a strong drive to succeed.

Compensation:

• Base salary plus commission based on sales performance.
• Competitive earning potential with uncapped commissions.

• Ongoing training and professional development opportunities.
• Dynamic and supportive work environment.
• Fast moving, challenging and unique business problems
• International work environment and flat organization
• Competitive salary
• Casual work attire

At Konica Minolta, our Mission is to be the ideal business partner of choice in Office Business and IT Services solutions. Through collaboration between our colleagues, partners and customers, we strive to enrich the society through constant innovation and development of solution driven tools.

In This Role, Your Key Accountabilities Include:

• Responsible for overseeing the support and execution of ITS/OPS/MCS Sales requirement, including building, recommending, assisting and consulting the Sales Team on providing business value propositions to customers based on the customer requirements.
• To assist the Sales Team in ITS consulting activities from presentation, proposals and contract negotiations.
• To achieve and work on project scope, goals and deliverables that support business goals in collaboration with all parties.
• Manage ITS solutions & Services related information, presentation materials, relevant documents and market information for effective knowledge management for consulting purposes.
• Effectively communicate project & case expectations with all parties to ensure that deliverables are on time.
• Work closely with Sales and Enterprise Architecture Department to identify and create business value propositions that benefits the customer and increase KM ITS business revenue & profit.
• Oversee and prepare relevant RFP submissions and ensure all documentation in order and submitted within timeline.
• Work in liaison and collaboration with other departments in creating project teams within the Company including outsourced third-parties and KM Regional as well as KM global team.
• To oversee progress of steering committee report and meeting for ITS roll-out and OPS fleet deployment and advice team members accordingly.
• Responsible in analyzing assessment/requirement-study information and data to provide solutions and recommendations to improve customer work process in line with client strategic direction and goals.
• To consult customers on the best approach to using and deploying KM ITS Solutions and Services as well as assist the implementation team in aligning customer objectives with the implementation
• Responsible for coordinating and support ITS project deployment, implementation and service delivery teams in achieving customer requirements.
• Requirement to travel in providing support on ITS/OPS/MCS case related activities nation-wide.
• To perform any other related duties as and when directed by superior.

Job Requirements:

• Candidate should possess a Bachelor Degree, Diploma / Advanced Diploma, Professional Certificates or equivalent in Computer Science / Information Technology
• Fresh graduates are encouraged to apply
• Preferably Executive specializing in Information Technology or equivalent.
• Good communication skills in English language for both spoken and written.
• Presentation skill is a must.
• Willing to travel.
• 1 Full-time/Permanent positions available

If this role sounds like the opportunity you are looking for, don't hesitate to apply and let us discuss further!

[NOTE] We regret to inform that only shortlisted candidates will be reached out. If you were not shortlisted, we encourage you to have a look at other vacancies in Konica Minolta!

• Melakukan kunjungan dan merekrut dealer potensial.
• Menjelaskan tentang bisnis dan produk consignment Moladin Digital Indonesia.
• Membantu dealer dalam proses transaksi pembelian (buyout) dan penjualan (sellout).
• Mempertahankan hubungan yang baik dengan dealer partner.
• Melakukan pemantauan inventaris unit di dealer partner.

• Minimal lulusan SMA/SMK atau setara.
• Wajib memiliki pengalaman minimal 1 tahun sebagai sales di perusahaan multifinance/otomotif/perbankan/koperasi/asuransi.
• Memiliki kemampuan dalam menjalin hubungan yang baik dengan dealer kendaraan.
• Memiliki integritas tinggi dan kemampuan kerjasama yang baik.
• Terbiasa bekerja dengan target penjualan.
• Memiliki kendaraan bermotor dan SIM C.

Notes

• Batas waktu pendaftaran lowongan berakhir pada hari Kamis, 28 Maret 2024.
• Langkah berikutnya setelah apply adalah pengisian formulir seleksi yang akan dikirimkan melalui email. Pastikan untuk memeriksa email Anda secara berkala.

About Us

Bjak is focused on providing access to affordable and sustainable financial services for people in ASEAN. Headquartered in Malaysia, Bjak is the largest insurance portal in Southeast Asia. Our main portal, Bjak.my, helps millions find the insurance policy with the best value and highest coverage for them.

Our core strengths are in navigating the most complex regulations and environments, creating some of the most innovative products in the world. For instance, we are the first platform globally to simplify and offer investment-linked life and health insurance online, coupled with an instant talk-to-agent service.

Role Overview:

We are currently seeking a dedicated and experienced Financial Advisor to join our dynamic team. As a Financial Advisor, you will be responsible for providing expert advice and guidance to clients on life insurance products, responsible to respond to customer inquiries and close sales while maintaining high levels of customer satisfaction. The ideal candidate should have a passion for sales, excellent communication skills, and the ability to promote insurance products effectively over the phone.

Key Responsibilities:

• Conduct outbound calls to potential customers to promote BJAK Life Insurance products and services.
• Provide accurate information about insurance policies, coverage options, and benefits to customers.
• Listen empathetically to customer needs and suggest suitable insurance plans tailored to their requirements.
• Close sales by effectively presenting the value of BJAK Life Insurance products.
• Meet and exceed sales targets while maintaining high levels of customer satisfaction.
• Document customer interactions and sales activities in the company's CRM system.

• High school diploma or equivalent (Bachelor's degree preferred).
• Previous experience in Financial Advisor or related fields is preferred.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced and target-driven environment.
• Knowledge of insurance products and terms is a plus.
• Ethical and customer-focused approach to business.

• You will be working in a fast-growing startup that promotes flexible and open culture

• Fast moving, challenging and unique business problems
• Attractive remuneration and performance incentives
• Strong learning and development plans for your career growth
• Great career development opportunities in a growing company
• International work environment and flat organization
• Competitive salary

About Us

Bjak is focused on providing access to affordable and sustainable financial services for people in ASEAN. Headquartered in Malaysia, Bjak is the largest insurance portal in Southeast Asia. Our main portal, Bjak.com, helps millions find the insurance policy with the best value and highest coverage for them. Our investments in technology such as Custom API, trading systems and data science is to enable easy access to financial services that were previously inaccessible or difficult to understand.

Our core strengths are in navigating the most complex regulations and environments, creating some of the most innovative products in the world. For instance, we are the first platform globally to simplify and offer investment-linked life and health insurance online, coupled with an instant talk-to-agent service.

Overview:

As a Customer Experience, you will be responsible for making outbound call to customers while effectively promoting our insurance products and plans based on their specific needs. You will play a crucial role in assisting customers in understanding the various life insurance options available to them and guiding them towards the most suitable coverage.

• Making outbound call towards customers in a professional and courteous manner.
• Listen actively and empathize with customers to understand their unique situations and insurance needs.
• Provide personalized recommendations about different insurance options, coverage, benefits, and premiums that align with customers' requirements.
• Educate customers on the features, benefits, and coverage of various insurance plans offered by the company.
• Assist customers in completing applications, processing claims, and resolving any issues or concerns.
• Handling customer inquiries, resolving issues, and addressing concerns effectively via all form of communication channel.- Maintaining accurate records of customer interactions and transactions.
• Collaborating with sales and other departments to meet customer needs and achieve company goals.
• Continuously updating knowledge of insurance products, industry trends, and regulations.

• You will be working in a fast-growing startup that promotes flexible and open culture.
• Fast moving, challenging and unique business problems
• Attractive remuneration and performance incentives
• Strong learning and development plans for your career growth
• Great career development opportunities in a growing company
• International work environment and flat organization
• Competitive salary
• Casual work attire

About Us

Bjak is focused on providing access to affordable and sustainable financial services for people in ASEAN. Headquartered in Malaysia, Bjak is the largest insurance portal in Southeast Asia. Our main portal, Bjak.my, helps millions find the insurance policy with the best value and highest coverage for them.

Our core strengths are in navigating the most complex regulations and environments, creating some of the most innovative products in the world. For instance, we are the first platform globally to simplify and offer investment-linked life and health insurance online, coupled with an instant talk-to-agent service.

Role Overview:

We are currently seeking a dedicated and experienced Insurance Consultant to join our dynamic team. As a Insurance Consultant you will be responsible for providing expert advice and guidance to clients on life insurance products, responsible to respond to customer inquiries and close sales while maintaining high levels of customer satisfaction. The ideal candidate should have a passion for sales, excellent communication skills, and the ability to promote insurance products effectively over the phone.

Key Responsibilities:

• Conduct outbound calls to potential customers to promote BJAK Life Insurance products and services.
• Provide accurate information about insurance policies, coverage options, and benefits to customers.
• Listen empathetically to customer needs and suggest suitable insurance plans tailored to their requirements.
• Close sales by effectively presenting the value of BJAK Life Insurance products.
• Meet and exceed sales targets while maintaining high levels of customer satisfaction.
• Document customer interactions and sales activities in the company's CRM system.

• High school diploma or equivalent (Bachelor's degree preferred).
• Previous experience in Financial Advisor or related fields is preferred.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced and target-driven environment.
• Knowledge of insurance products and terms is a plus.
• Ethical and customer-focused approach to business.

• You will be working in a fast-growing startup that promotes flexible and open culture

• Fast moving, challenging and unique business problems
• Attractive remuneration and performance incentives
• Strong learning and development plans for your career growth
• Great career development opportunities in a growing company
• International work environment and flat organization
• Competitive salary