Company Description Premier Wealth Catalyst is a growing financial services organization focused on helping clients build, protect, and optimize their wealth. The company partners with individuals and businesses to provide tailored financial solutions aligned with their long-term goals. Premier Wealth Catalyst emphasizes ethical practices, clear communication, and strong client relationships as core principles. Team members collaborate across functions to deliver high-quality advisory and consulting services, supported by ongoing training and professional development. The organization values initiative, accountability, and client-centric thinking in every role.
Role Description The Sales Consultant role at Premier Wealth Catalyst is a full-time hybrid position based in WP. Kuala Lumpur, with flexibility for some work-from-home arrangements. The Sales Consultant will identify and engage prospective clients, conduct needs assessments, and present appropriate wealth and financial solutions. Day-to-day responsibilities include managing a sales pipeline, preparing and delivering presentations, following up on leads, and maintaining accurate records in CRM systems. The role also involves building long-term client relationships, ensuring a high level of customer satisfaction, and collaborating with internal teams to refine solutions and service delivery. The Sales Consultant is expected to meet sales targets, stay updated on market trends and products, and participate in training and team meetings both on-site and remotely.
Qualifications
- Strong Sales Consulting and Consulting skills, with the ability to understand client needs and recommend suitable financial and wealth solutions.
- Customer Satisfaction and Customer Service skills, focused on building trust, managing expectations, and maintaining long-term client relationships.
- Excellent Communication skills, including clear verbal and written communication and effective presentation abilities.
- Proven experience in sales, financial services, or related advisory roles is highly beneficial.
- Ability to work effectively in a hybrid environment, manage time independently, and use digital tools and CRM systems proficiently.
- Strong analytical and problem-solving skills, with attention to detail and a results-oriented mindset.
- Relevant diploma or degree in business, finance, marketing, or a related field is an advantage.
