Total 18 Sales Advisor job vacancies in Finance / Banking / Insurance category 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

Welcome, where we believe in the transformative power of life insurance to secure futures and protect loved ones. As a Life Insurance professional, your journey with us is more than just a career – it's an opportunity to make a lasting impact on individuals and families across Malaysia.

Job Description

Client Consultation:
Conduct comprehensive consultations with clients to understand their financial goals and insurance needs.
Provide expert advice on life insurance products and guide clients in selecting appropriate coverage.

Sales and Business Development:
Generate leads through networking, referrals, and other prospecting activities.
Meet or exceed sales targets through effective sales techniques and relationship building.

Customer Service:
Ensure accurate and timely documentation of client interactions and policy details.
Provide ongoing customer service to policyholders, including addressing inquiries, processing policy changes, and offering support during claims processes.
Stay updated on industry trends, market conditions, and changes in life insurance products.
 

Benefits:

*Financial support scheme*
*EDP Entrepreneur Development Program RM(2k-5k) monthly*
* PruVenture Manager RM(3k-10k) monthly and Fast track to be manager
6-year Multiple Commission & 3-year Incentive Bonus goes up to 6-figure income
Promotion to become a quality leader as Unit Manager and Agency Manager
Recognition Awards NAAPN and Incentive premier trip to oversea
Retirement Gratuity Benefit to the Agent and Agency Manager.
Legacy of business, income, and position will be beneficiary continue to Family Members.
Provided free training program / successful environment/coaching/platform 28 branches over Malaysia

Perks & Benefits

• Commission and bonus
• Flexible working hours
• Casual dress code
• Company trips
• Personal leave
• Personal development opportunities

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

We are recruiting to be a part of member of our agency.

As a matter of fact, joining us as a Wealth Planner, you are indeed an entrepreneur rather than an employee.

As an entrepreneur, we have many advantages such as time flexibility and lucrative income; The sky is the limit and you may earn an outstanding income at a very young age.

What is PruVenture Programme (PV) ?

• PV programme designed to support you as future leaders by giving monthly bridging income.
• PV Program are equipped with Daily Coaching, Weekly Progress Meeting, Product Knowledge Training and also mentoring by practitioners to support PV consultants be productive and achieve great results.
• All PV consultants will be developed well with special courses to become productive and high income managers in the future.
• All candidates are welcome to explore this opportunity even if you have zero experience in the sale industry as the program will support and guide you from zero to hero through this wonderful journey with us

Responsibilities:

• Analyze clients' financial statuses.
• Examine and suggest financial opportunities.
• Develop sound plans and budgets for clients.
• Customize financial plans according to clients' changing needs.
• Help clients implement their plans and carry out transactions.
• Present and sell suitable financial products and services.
• Find and approach prospective clients.
• Build strong relationships to retain existing clients.
• Maintain updated knowledge of regulations, practices and financial products.

Job Requirement:

• Young & Dynamic from age 22-35.
• Have a very high willingness to learn.
• Possess car or own transportation
• Proven experience as financial planner or similar role; experience in sales or customer service is an asset.
• Ability to analyze financial information and comply with regulations.
• Good ethics, with a customer-oriented attitude.
• Outstanding communication skills, with the ability to foster long-term relationships.
• Hands-on experience with multiple sales techniques (including cold calls).
• Ability to deliver engaging presentations.
• Possess at least Diploma/Degree in any related field (SPM level candidate must have working experience)

Perks & Benefits

• Basic Salary:
  Catogary 1 : RM3,000~ RM 5,000. Terms and condition apply*
  Catogary 2 : RM8,000~RM10,000. Terms and condition apply*
• Commission and bonus can be more than RM20,000
• Central location 
• Flexible working hours 
• Casual dress code
• Regular team activities
• Company trips
• Personal development opportunities

歡迎光臨，我們相信人壽保險具有改變力量，可以保障未來並保護親人。作為人壽保險專業人士，您在我們這裡的旅程不僅僅是一份職業，更是一個對馬來西亞各地的個人和家庭產生持久影響的機會。

職位描述

客戶諮詢：
與客戶進行全面諮詢，以了解他們的財務目標和保險需求。
提供人壽保險產品的專家建議，並指導客戶選擇合適的保險範圍。

銷售和業務發展：
透過網路、推薦和其他勘探活動產生潛在客戶。
透過有效的銷售技巧和建立關係來達到或超越銷售目標。

客戶服務：
確保準確、及時地記錄客戶互動和政策細節。
為保單持有人提供持續的客戶服務，包括解決查詢、處理保單變更以及在索賠過程中提供支援。
隨時了解產業趨勢、市場狀況和人壽保險產品的變化。

好處：

*財務支援計劃*
*EDP企業家發展計畫每月RM(2k-5k)*
* PruVenture 經理每月 RM(3k-10k) 並快速晉升為經理
6 年多重佣金和 3 年獎勵獎金高達 6 位數收入
晉升為單位經理和代理經理的品質領導者
表彰獎勵 NAAPN 和獎勵 首次海外之旅
代理人和代理經理的退休酬金福利。
業務、收入和職位的遺產將繼續由家庭成員受益。
提供免費培訓計畫/成功的環境/輔導/平台 馬來西亞28家分行

津貼和福利

• 佣金和獎金
• 彈性的工作時間
• 休閒著裝要求
• 公司旅行
• 事假
• 個人發展機會

我們正在招募成為我們機構的成員。

事實上，加入我們成為財富規劃師，您確實是企業家，而不是員工。

身為創業者，我們擁有時間靈活、收入豐厚等諸多優勢；天空是無限的，您可能在很小的時候就獲得了豐厚的收入。

什麼是 PruVenture 計劃 (PV)？

• PV 計劃旨在透過每月提供過渡收入來支持您成為未來的領導者。
• 光伏計畫設有每日輔導、每週進度會議、產品知識培訓以及從業者的指導，以支持光伏顧問高效工作並取得巨大成果。
• 所有光伏顧問都將透過專門課程得到良好發展，成為未來高產量、高收入的管理者。
• 即使您在銷售行業零經驗，也歡迎所有候選人探索這個機會，因為該計劃將支持和指導您從零到英雄，與我們一起度過這段美妙的旅程

職責：

• 分析客戶的財務狀況。
• 檢查並建議財務機會。
• 為客戶制定合理的計劃和預算。
• 根據客戶不斷變化的需求客製化財務計劃。
• 幫助客戶實施他們的計劃並進行交易。
• 展示和銷售合適的金融產品和服務。
• 尋找並接近潛在客戶。
• 建立牢固的關係以留住現有客戶。
• 保持最新的法規、實務和金融產品知識。

職位需要：

• 22-35 歲，年輕而充滿活力。
• 有非常高的學習意願。
• 擁有汽車或自己的交通工具
• 擁有豐富擔任財務規劃師或類似職位的經驗；銷售或客戶服務經驗是一項資產。
• 能夠分析財務資訊並遵守法規。
• 良好的職業道德，以客戶為中心的態度。
• 優秀的溝通技巧，能夠建立長期的關係。
• 具備多種銷售技巧（包括推銷電話）的實務經驗。
• 能夠提供引人入勝的演示。
• 至少擁有任何相關領域的文憑/學位（SPM級別候選人必須有工作經驗）

津貼和福利

• 基礎工資：
  類別1：RM3,000~ RM 5,000。適用條款與細則*
  類別2：RM8,000~RM10,000。適用條款與細則*
• 佣金及獎金可超過RM20,000
• 中心位置
• 彈性的工作時間
• 休閒著裝要求
• 定期團隊活動
• 公司旅行
• 個人發展機會

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

我們正在尋找積極主動的個人加入 OLPA 團隊，擔任財務顧問。作為財務顧問，您將在幫助客戶實現財務目標並確保他們的財務未來方面發揮至關重要的作用。您將為您提供全面的財務建議，制定客製化的財務計劃，並推薦合適的金融產品和服務。

強調 ：

• 提供高額基本津貼
• 混合工作模式。工作與生活平衡，工作時間靈活，管理自己的行程。
• 無限的收入潛力（基本津貼+佣金+定期現金獎勵+年度獎金）
• 綜合培訓和指導計劃
• 高職涯發展機會（一年內晉升為經理）
• 為新加入者提供令人興奮的獎勵活動（免費 iPad / 旅行等）

工作職責：

• 進行徹底的財務需求分析，以了解客戶的財務目標和目的。
• 根據客戶的獨特情況制定個人化的財務計劃和策略。
• 向客戶提供各種金融產品和服務的教育，包括保險、投資和退休計劃。
• 與客戶建立並維持長期關係，提供持續的支援和指導。
• 隨時了解產業趨勢、市場發展和監管變化。
• 達到或超過銷售目標並為代理商的成長和成功做出貢獻。

要求：

• 全職或兼職歡迎申請
• 熱衷於幫助他人並對其財務狀況產生正面影響。
• 優秀的溝通和人際交往能力。
• 積極主動、自我激勵，具有獨立工作的能力。
• 高水準的誠信、專業和道德行為。
• 具銷售或客戶服務經驗者優先。
• 最低 SPM 資格或同等資格。
• 說中文是必須的。

如果您雄心勃勃、目標明確，並渴望在金融服務業建立成功的職業生涯，請加入我們 OLPA 的團隊。將您的履歷發送給我們，邁向美好未來的第一步。我們期待您加入我們充滿活力的團隊！

立即申請，了解更多有關我們有吸引力的佣金結構和當前的新加入活動的資訊！

注意：只有入圍的候選人才會被聯絡進行面試。

津貼和福利

• 佣金和獎金
• 彈性的工作時間
• 公司旅行

作為PRUVenture的主要職責是協助個人和企業評估其風險水平，並推薦其財富創造和保護策略，例如遺產和 Hibah規劃、醫療保險和收入保護規劃、關鍵人物保護和商業保險規劃以及員工保護和醫療保健福利解決方案規劃。您的角色還包括教育和退休財富累積規劃。

完成 PRUVenture 計劃後，您應晉升為單位經理並領導單位團隊。

• 津貼和福利
• 佣金和獎金
• 彈性工作時間
• 公司旅行
• 個人發展機會

As a PRUVenture , the primary role is to assist Individual and Businesses assess their risk level and recommend the strategy in their Wealth Creation and Protection  eg Legacy  & Hibah planning, Medical Insurance & Income Protection planning, Keyman Protection & Business Insurance planning and Employee Protection & Healthcare Benefit Solutions  planning. Your role also inclusive of Education and Retirement Wealth Accumulation planning.

You are expected to promote as a Unit Manager and lead a unit team after you have completed the PRUVenture program.

• Perks & Benefits
• Commission and bonus
• Flexi working hours
• Company trips
• Personal development opportunities

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

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

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

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

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 (Life Insurance) to join our dynamic team. As a Financial Advisor (Life Insurance) 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