Finance Consultant

2 weeks ago


Shah Alam, Selangor, Malaysia Elabram Systems Sdn Bhd Full time
To achieve the desired sales performance targets set.

  • To achieve the target product mix for Protection and Savings products.
  • To achieve overall productivity, conversion ratio, profitability and quality sales.
  • Responsible for farming activities on leads generated by bank, timely act on the leads provided & identify insurance needs to ensure high quality sales & conversion rate.
  • Provide feedback of the result of leads activity & leads quality to branch sales leaders.
  • Record daily sales activities, sales follow up actions and leads & pipeline management
  • Provide financial planning advice to customers in relation to their insurance portfolio
  • Provide updates via regular sales management meeting with sales leader
  • Provides after sales service & guidance to customers such as minor claims process, policy changes, etc.

Job Requirements

  • Highly results oriented and keen interest in direct sales position
  • With min 3 years of relevant working experience in financial service industry with sales experience in insurance sales in a banking environment
  • Proven track record in Bancassurance sales and life insurance protection product is preferable
  • Result oriented and strong ability to influence and motivate
  • Good communication and interpersonal skills

Salary:
RM4, RM9,000.00 per month

Benefits:

  • Dental insurance
  • Health insurance
  • Maternity leave
  • Opportunities for promotion
  • Professional development

Schedule:

  • Day shift
  • Monday to Friday

Supplemental pay types:

  • Commission pay
  • Performance bonus
  • Yearly bonus

Experience:

Insurance Sales: 2 years (preferred)

License/Certification:

  • CEILI & PCE (preferred)

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