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Unit Trust Sales Representative

  • On-site
    • KL, Wilayah Persekutuan Kuala Lumpur, Malaysia
  • MYR 3,000 per month
  • Sales

Job description

Job Highlights

  • Attractive remuneration package and employee benefits
  • Excellent career advancement opportunity
  • A vibrant and fast-paced working environment

As a Unit Trust Sales Representative, you will have the chance to develop your selling and customer service skills in a fast-paced and dynamic environment.

In this role, you will be:

  • Assisting our clients to establish their investment objective and promoting Unit Trust products according to their own risk profile
  • Promoting other financial planning products (i.e. Bancassurance, Will Writing, Dual Currency and Deposit) to prospective customers and assisting them to meet their short term and long term financial goal
  • Performing daily calling from leads provided to secure sufficient daily sales appointments
  • Establishes good relationships with branch staff and other departments to encourage strong referrals for continuous business generation


Job requirements

  • Minimum SPM qualification (possess at least 5 passes including BM) with at least 3 years working experience
  • Experience in sales and customer service will be an added advantage
  • Result-oriented with desire to sell
  • Possess own transport and willing to travel
  • Fresh Diploma/ Degree holders are also encouraged to apply. Training in sales & marketing techniques and product knowledge will be provide

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