Total 6 Technology Consultant job vacancies in Finance / Banking / Insurance category in Kuala lumpur-Selangor- Penang - Perak - Kuantan - Terengganu - Kelantan - Seremban - Melaka - Johor

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.

Requirements:

• Proven experience as unit trust consultant; experience in sales or customer service is an asset.
• Ability to analyze financial information and comply with regulations.
• Proficiency in electronic tools and CRM systems.
• Keen eye to detail and strong math skills.
• Good ethics, with a customer-oriented attitude.
• Outstanding communication skills, with the ability to foster long-term relationships.
• Minimum SPM qualified and above.
• Possess at least a Bachelor's Degree in accounting, finance, business administration or relevant field; professional certification (e.g. CFP) is a plus.

Perks & Benefits

• Commission and bonus
• Flexible working hours
• Casual dress code
• Regular team activities
• Company trips
• Open culture
• Personal development opportunities

Job Scope 工作范围:

• Building relationship & network with stakeholders from various background.
  (与各种背景的利益相关者, 建立关系。)
• Responsible for consult stakeholders for risk management with insurance, will, trust, estate planning, investment, etc) (负责为利益相关者, 提供有关风险管理、保险、遗嘱、信托、房产规划、投资等方面的咨询服务。)
• Engage in sales and marketing events. (参与销售和营销活动。)
• Provide follow up on the policy servicing services to customer, i.e: payment mode, change in plans, trustee appointment, top-ups, etc. (为客户提供保单服务的后续跟进，例如：付款方式、计划变更、受托人任命、增加投资额等。)
• Providing professional financial advisory services, guiding stakeholders based on their requirement. (提供专业的财务咨询服务，根据利益相关者的要求进行协调。)
• Negotiating with stakeholders according to their requirements for contracts.
  (根据利益相关者的要求进行合同谈判。)

Requirement 需求:

• Applicable for Malaysian only (只限马来西亚公民)
• Diploma/ Degree/ Bach Degree (文凭/学位/学士学位)
• Part Time/Full Time/Fresh Graduates are encouraged to apply
  (兼职/全职/应届毕业生均可申请)
• Candidates with business, finance, sales & marketing background are welcome to apply (拥有商业、金融、销售和营销背景的候选人欢迎申请)

Perks & Benefits 福利待遇

• Basic + Commission and bonus (基本工资 + 佣金和奖金)
• Flexible working hours (灵活的工作时间)
• Training will be provided (提供培训)
• Regular team activities (团队活动)
• Company trips (公司旅行)
• Allowance (travel stipends, transportation, etc.)(津贴（旅行津贴、交通津贴等）)
• Personal development opportunities (个人发展机会)

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。

要求：

• 作為單位信託顧問的豐富經驗；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。
• 精通電子工具和CRM系統。
• 對細節的敏銳洞察力和強大的數學能力。
• 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。
• 最低 SPM 合格以上。
• 至少擁有會計、金融、工商管理或相關領域的學士學位；專業認證（例如CFP）優先。

津貼和福利

• 佣金和獎金
• 彈性的工作時間
• 休閒著裝要求
• 定期團隊活動
• 公司旅行
• 開放文化
• 個人發展機會

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 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

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 Sales Consultant to join our dynamic team. As a Insurance Sales 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