Part-Time Senior Financial Consultant

apartmentCS Wealth Advisor placeKuala Lumpur schedulePart-time calendar_month 

We are seeking a driven and customer-focused Insurance Sales Consultant to help clients identify financial protection solutions. The role involves building long-term relationships, providing professional advice, and achieving sales targets through ethical and needs-based selling.

You can include:

  • Identify and approach potential clients through networking, referrals, and marketing activities
  • Analyze clients’ financial needs and recommend suitable insurance/takaful solutions
  • Explain policy features, benefits, and coverage clearly to clients
  • Build and maintain strong, long-term client relationships
  • Provide after-sales service such as policy review, claims assistance, and updates
  • Achieve individual and team sales targets
  • Stay updated with industry trends, products, and regulatory requirements
  • Maintain accurate client records and documentation
  • Annual Leave
  • Medical and Hospitalisation Leave
electric_boltImmediate start

Part-Time Financial Consultant

apartmentCS Wealth AdvisorplaceKuala Lumpur
We are seeking a driven and customer-focused Insurance Sales Consultant to help clients identify financial protection solutions. The role involves building long-term relationships, providing professional advice, and achieving sales targets through...
placeKuala Lumpur
about the company We are partnering with a global financial company who has been in the market for more than 100 years. Established in 1914, they have strong presence in 18 markets, with assets value of more than USD 300 million, yearly revenue...
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Financial Consultant

apartmentGrowth Wealth Capital Sdn. Bhd.placeAmpang Jaya, 8 km from Kuala Lumpur
and manage sales calls with potential customers.  •  Understands income eligibility for personal,mortgage,and business loans.  •  Handle customer questions and offer financial advice.  •  Manage and complete loan application documents.  •  Achieve sales targets...