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Bancassurance (Finance Business Development Executive)

RM 3,000 - RM 5,000 / month

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This job is expected to be in high demand and may close soon. We’ll remove this job ad once it's closed.


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Responsibility:

  • Sales and Lead Management
  • Leverage provided warm leads to engage potential clients, identify their needs, and offer personalized insurance solutions.
  • Drive sales of bancassurance products through targeted client engagement, ensuring customers understand the benefits of these financial solutions.
  • Consistently meet or exceed individual and team sales targets.
  • Customer Engagement and Education
  • Engage with bank customers both in person and through follow-up on warm leads, educating them on insurance as a key component of financial security.
  • Conduct financial needs assessments to recommend suitable insurance products based on customer profiles.
  • Collaboration and Relationship Management
  • Collaborate with bank staff to maximize sales opportunities and deliver a seamless client experience.
  • Build and maintain strong relationships with bank branches to enhance customer reach.
  • Compliance and Reporting
  • Ensure all sales activities comply with regulatory standards and internal policies.
  • Maintain accurate records of sales activities, client interactions, and follow-up actions.

Requirements:

  • Proficiency in Mandarin and English to engage with a diverse client base.
  • Strong communication and interpersonal skills.
  • Goal-oriented with a proven track record of meeting sales targets.
  • Knowledge of insurance products and financial planning concepts.

Benefits:

  • Access to lower interest rates on loans from the partnering bank.
  • Competitive salary and performance-based commission structure.
  • Unlimited medical claims coverage.
  • Comprehensive health insurance plan for employees and eligible dependents.
  • Career and Personal Development:
  • Professional training and continuous development opportunities.
  • Clear career advancement pathways within a supportive and growing organization.
  • Additional Benefits
  • Annual Leave- 21 days
  • EPF / SOCSO / PCB
  • Medical Insurance
  • Training Provided
  • 5 Working Days
  • Medical and Hospitalization Leave

Job Type: Full-time

Pay: RM3,000.00 - RM5,000.00 per month

Schedule:

  • Monday to Friday

Application Question(s):

  • What is your expected salary?
  • How many years of experience in sales ?