Personal Banker - Bancassurance (1011356)

Description

 To promote various types of life insurance products by Tokio Marine Life Insurance Malaysia Bhd under the exclusive Bancassurance Partnership between RHB Bank and Tokio Marine

 To professionally sell a wide range of Banca products to existing and prospective customers

 To achieve sales/ revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets

 To maintain regular contacts with customers to develop relationship for cross-selling.

 Participate in branch/region/ Bank sales activities and campaigns to achieve deliverables

 Prepare and pro-actively, execute sales plan, cross selling, up selling and engagement with customers for retention and referral

 To source and upgrade qualified customers as New-To-Premier customers (Only for S4 position)

Sales Planning & Activities
 Promote, introduce and market a range of Tokio Marine’s life insurance products to Bank’s customers (including Whole Life Plan, Endowment Plan, Medical Plan and Investment Linked Plan)
 To perform needs based selling by understanding customer’s financial goal. Protection need, savings, education, medical and retirement savings.
 Brief and ensure customers understand the insurance plan features, charges and prepare quotations and explanations of products disclosure
 Assist customers in handling premium payment, policy enquiry, policy servicing and claims related matters.
 Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
 Actively participate and collaborate with other sales personnel at branch/region on sales activities/ campaigns for customer acquisition and retention
 Plan and identify cross selling/ up selling to increase customers’ PHR and revenue
 Set appointments, sales visitations, prospecting and engagement with customers
 To proactively source and upgrade New-To-Premier customers (Only for S4 position)
Sales Management
 Maintain regular contact with existing customers to foster closer relationship to foster closer relationship and referrals
 Work closely with Branch Manager and Regional Sales heads on sales activities, promotion and campaigns
 Comply with CPD hours and to ensure completion rate of CFF forms
 Compliance to Bank’s policy, procedures and observe sales code of ethics

Requirements

 Min 1 years sales experience preferably in Banca/ Wealth products with FIs

 Good interpersonal skills and pleasant personality with excellent verbal and written communication skills
 Possess relevant licenses required for the portfolio
 Sales and results oriented

Benefits

Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards