
Unit Trust Sales Representative
On-site
Full Time
#Sales
#Customer Service
#Financial Planning
#Lead Generation
#Relationship Building
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
- 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

Public Bank Berhad
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