- Johor Bahru Johor Malaysia
Working Location
Job Description
Responsibilities
Company Description A Great Team is a firm specializing in Financial & Life Planning Advisory, supporting individuals and families in achieving their long-term financial goals. The organization focuses on personalized guidance in areas such as wealth management, protection planning, and retirement strategies. Team members collaborate closely with clients to understand their unique circumstances and design tailored solutions. Working at A Great Team offers the opportunity to build meaningful client relationships while contributing to their financial security and overall well-being.
Role Description The Sales Executive is a full-time, on-site role based in Johor Bahru, responsible for promoting financial and life planning advisory services to prospective and existing clients. Day-to-day tasks include identifying and qualifying leads, conducting client meetings, presenting suitable financial solutions, and following up to close sales opportunities. The role involves maintaining accurate records of client interactions, preparing proposals, and coordinating with internal advisors to ensure recommendations align with client needs and regulatory standards. The Sales Executive will also participate in sales campaigns, networking events, and community outreach to grow brand awareness and generate new business. Ongoing activities include monitoring client satisfaction, supporting after-sales service, and contributing to sales targets and team performance.
Qualifications
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