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Financial Sales Advisor - (Basic up RM5000 + Commission)

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Hybrid

Financial Sales Advisor - (Basic up RM5000 + Commission)

SYNERGY RISK MANAGEMENT

Financial Sales Advisor - (Basic up RM5000 + Commission)

Skills

CRMBusiness Development

3 months ago

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Important information


Contract type:

Permanent

Salary:

MYR 60,000 – MYR 90,000 / year

Location:

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Work mode:

Hybrid

Published on:

10 August 2026

What they need


We are looking for motivated individuals to join our team as Financial Sales Advisors. Whether you are fresh graduate or have experience in sales, marketing, banking, customer service or other industries**,** we provide structured training and guidance to help you develop your career in the financial service industry.

Candidates from other states are welcome to apply. Opportunities are available at our branches across Malaysia.

Attractive Income Packages

We offer two career packages, depending on experience, suitability and performance:

  • Basic Salary RM2,500+Commission
  • Basic Salary RM5,000+Commission

Package offered may vary based on candidate experience, qualifications and interview assessment.

What You Will Learn

As a Financial Sales Advisor, you will receive training and practical exposure in:

  • Financial products and financial protection solutions
  • Understanding client’s financial needs, goals and priorities
  • Customer relationship management
  • Professional sales and marketing skills
  • Prospecting and client development
  • Financial needs analysis
  • Presentation and communication skills
  • Digital and social media marketing
  • Administrative and application processing procedures
  • Building and maintaining long-term client relationships

Structured training and coaching will be provided before candidates proceed to practical field activities.

Your Responsibilities

  • Understand and recommend suitable financial solutions based on client’s needs and objectives
  • Develop and maintain new and existing client relationships
  • Conduct client appointments, presentations and financial need discussions
  • Explore different market segments and develop your own client network
  • Apply marketing and communication strategies to generate new business opportunities
  • Follow up with clients and provide ongoing service
  • Complete necessary documentation and administrative procedures
  • Participate in training, team meetings and professional development activities
  • Learn from experienced mentors and continuously improve your financial and sales knowledge

Who We Are Looking For

We welcome candidates who are**:**

  • Malaysian citizens
  • Diploma or Bachelor’s Degree holders in any discipline
  • Fresh graduates and entry-level candidates are strongly encouraged to apply
  • Candidates with sales, marketing, banking, customer service or business development experience are an advantage
  • Fluent in Bahasa Malaysia and English
  • Mandarin-speaking candidates are preferred
  • Confident and comfortable communicating with different types of clients
  • Self-motivated, disciplined and willing to learn
  • Good organizational and time-management skills
  • Positive attitude with strong interpersonal and communication skills
  • Able to work independently as well as in a team
  • Possess a valid driving license and own transportation
  • Able to start immediately or within a short notice period

Why Join Us?

We don’t expect you to know everything from Day 1. We train and develop you.

You will have the opportunity to :

  • Receive structured training and coaching
  • Develop professional sales and financial knowledge
  • Learn practical client-handling and marketing skills
  • Build your own professional network
  • Enjoy income opportunities through salary and commission
  • Develop towards a long-term career in financial services
  • Progress into senior, management and leadership opportunities based on performance
  • Gain valuable skills that can be applied throughout your career

Career Development

This is more than just a sales position.

For candidates who demonstrate strong performance, leadership ability and commitment, there are opportunities to develop towards Senior Financial Advisor, Team Leader and Management roles.

If you are ambitious, willing to learn and looking for a career with income potential, professional development and long-term growth, we would like to hear from you.

Apply now and start building your financial services career with us.

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