Sales & Marketing Executive – 505 Advisory Sdn Bhd

The Sales & Marketing Executive is responsible for providing clients with professional guidance on insurance and investment solutions. This role involves engaging with clients through various channels to help them achieve financial security and build wealth while fostering long-term relationships.

The Sales & Marketing Executive will join the financial advisory team, engaging with clients through consultations, presentations, roadshows, and campaigns. The work environment is dynamic and client-focused, aimed at delivering tailored financial solutions. *Key Responsibilities:* - Engage with clients to understand their financial needs and goals. - Conduct consultations and presentations to provide tailored insurance and investment solutions. - Organize and participate in roadshows and marketing campaigns. - Develop and maintain strong long-term relationships with clients. - Collaborate with team members to enhance service delivery. - Monitor market trends and competitor activities to identify opportunities. - Provide ongoing support and follow-up with clients to ensure satisfaction.