Job description

Provide professional financial consultation services to clients on debt management, bank loans, and portfolio planning

Actively promote the company’s financial products and services to potential clients

Build and maintain strong client relationships through attentive listening and effective problem-solving

Conduct one-on-one consultations to assess client needs and recommend personalized financial solutions

Follow up with leads, handle client inquiries, and close sales efficiently

Work closely with back-end support teams to ensure smooth processing and customer satisfaction

Educate clients about financial best practices and loan processes

Achieve monthly and quarterly sales targets set by the company

Attend training sessions and internal meetings to enhance product knowledge and sales techniques

Represent the company’s values of responsibility, integrity, and trust in all client interactions
                    

Requirements

Minimum SPM qualification; diploma or degree in finance, business, or related fields is an advantage

Fresh graduates are welcome; experience in sales or financial consultation is a plus

Strong interpersonal and communication skills in English, Bahasa Malaysia; Mandarin is an added advantage

Goal-oriented, proactive, and highly motivated to achieve sales targets

Ability to work both independently and as part of a team

Passion for helping others with a genuine interest in financial education and customer service

Strong sense of responsibility, reliability, and integrity

Willingness to learn and grow with a dynamic and expanding company
                    

Benefits

Competitive base salary with attractive sales commission and performance incentives

Comprehensive in-house training and ongoing professional development

Opportunity to be mentored by experienced senior financial consultants

Career advancement opportunities in a growing company

Supportive and dynamic team environment

Monthly team bonding activities and recognition awards

Flexible working hours and hybrid arrangements (where applicable)

Annual company trips and reward-based incentives

Opportunity to be part of a meaningful mission to empower Malaysians with financial knowledge
                    

Additional Information

• Age Range of Candidate: None
• Experience: None
• Specific Work Location: -