Bancassurance Sales, Specialist

Malaysia·Kuala Lumpurmid

OtherSales Specialist

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Quick Summary

Key Responsibilities

To ensure the branch achieve the target given by management - Regular Premium and Single Premium. To monitor production and visitation schedule for Bancassurance Consultants (BC).

Requirements Summary

Bachelor’s degree in Business Administration, Actuarial or Marketing. At least 5-6 years of relevant experience in Bancassurance sales / Relationship Manager / Personal Banker or equivalent.

Technical Tools

OtherSales Specialist

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives.

About the Role

~1 min read

Drive Bancassurance's sales for the assigned region by coaching a team of Financial Executives, conducting product training, supporting promotional events, and ensuring compliance with company and regulatory standards. Track performance, resolve issues, and foster a collaborative team environment to achieve sales targets.

Responsibilities

~1 min read

→To ensure the branch achieve the target given by management - Regular Premium and Single Premium.
→To monitor production and visitation schedule for Bancassurance Consultants (BC).
→To conduct product training for BC and bank executives in their respective branches.
→To support bank branches on their activities to promote Bancassurance products on weekdays or weekends such as Wealth Planning event, Roadshow & etc.
→To ensure sales & support and marketing team consistently track outstanding cases, claims settlement and all pending cases.
→To conduct weekly meetings with BC to review their performance and progress.
→To maintain a good teamwork amongst staffs.
→To ensure compliance as per company and regulatory requirements.

Requirements

~1 min read

Bachelor’s degree in Business Administration, Actuarial or Marketing.
At least 5-6 years of relevant experience in Bancassurance sales / Relationship Manager / Personal Banker or equivalent.
Passionate for sales.
Good command of English and Bahasa Malaysia (both written and oral).
Good presentation and interpersonal skills.
Proficient in Microsoft Office applications.

#LI-DNI

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.