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Bancassurance Advisor

Location: 

MY, 81100

Category:  Permanent
Facility:  2267

  1. To foster a healthy relationship with branch staffs and Branch Manager, in order to have referrals. 

  1. To focus on the walk-in customers and tap on the bank’s database to cross-sell bancassurance products to the clients. 

  1. To pro-actively communicate with the branch staffs about the products and services offered. 

  1. To be part of the branch’s team and work with Relationship Manager to increase insurance sales penetration to PB/AP clients 

  1. Mobile in sales to meet clients  

  1. Obtain business resources from referral and leads 

  1. Perform entire sales process 

  1. Perform after sales servicing 

  1. Establish & strengthen customer relationships 

  1. To meet sales target set by the Bank 

  1. To maintain good rapport/relationships with customers and branch staffs to ensure effective liaison, coordination and efficiency of operations. 

 

Sales Management 

  • To achieve the target percentage of successful closure as stated by the Business 

  • To conduct fact find, insurance need analysis for clients and ensure prompt advise and solutions are offered to clients 

  • To work as a team in generating ideas and action plans on how to increase the activity and sale of insurance products 

  • Knowledgeable in the Bank’s products including features, benefits, promotional campaigns, and procedures. 

  • To provides personal financial advisory services to prospective customers. 

  • To maintain given persistency and cooling off ratios 

 

Customer Management 

  • To ensure that customer enquiries are promptly attended to within TAT. 

  • To ensure a systematic review process for existing policyholders 

  • To provide regular feedback on issues pertaining to latest development in the market place and customers’ changing needs and requirements.  

 

Compliance 

  • To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit. 

  •   To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities. 

  • To ensure proper sales compliance and no mis-selling 

  • To ensure fulfillment of CPE hours for licensing renewal. 

Skills                  

  • Sales and achievement-oriented with positive mindset and a good team-player.  

  • Self-motivated and results driven 

  • Energetic and independent 

  • Excellent interpersonal and communication skills with multi-lingual ability. 

  • Mobile individual preferably with own transport 

  • Able to work beyond normal office hours and weekends 

  • Able to work independently and strong self-motivation. 

 

Knowledge 

  • Knowledge of insurance products and possess insurance certificate like PCE (A,B and C) and / or CEILI License are an added advantage 

 

Experience 

  • At least 5-8 years of sales experience in financial services, preferably specializing in banca sales 

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