Sales Executive/ Business Relationship Manager

Responsibilities:

• Actively source and develop new clients within Malaysia

• Build and maintain long-term relationships with individual and SME clients

• Conduct face-to-face client meetings (office, client site, or appointed locations)

• Understand client needs and recommend suitable financial solutions

• Promote and close cases for:

  • Insurance / Takaful (Medical, Health & Family)

  • Unit Trust / Investment-linked products

  • SME financial solutions

  • Mortgage-related services

• Manage the full sales cycle from prospecting to case submission and closure

• Meet individual sales targets and contribute to team performance

• Ensure proper documentation and compliance with company and regulatory requirements

Requirements:

• Minimum 1 year of relevant sales experience (insurance, financial services, SME sales, or related fields)

• Background in insurance or financial services is an advantage

• TBE (Takaful Basic Examination) license is preferred but not compulsory

  • Candidates without the license may still be considered

  • Successful candidates will be supported to obtain the license (costs claimable)

• Comfortable with face-to-face sales and client servicing

• Able to independently source leads and close cases

• Strong communication and negotiation skills (English required; Bahasa Malaysia and/or Mandarin is an advantage)

• Self-motivated, target-driven, and comfortable with commission-based income

• Candidates from commercial insurance or financial sales backgrounds are welcome to apply