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Insurance Advisor
1 week ago
- Conduct joint sales appointment with Maybank sales people and make appropriate wealth management recommendations through insurance that meet customers' needs at different life stages
- To provide an end to end support from presales homework to joint sales appointments. Presales homework includes customer profiling and targeting the right customers in order to provide total wealth solutions from wealth creation to wealth distribution
- In addition to sales activities, Insurance Advisor is tasked to provide technical support to Maybank sales people in the areas of medical underwriting & financial underwriting. Product knowledge training and on the job sales training through joint sales appointment
EDUCATION
Min 3 years' experience in financial institution. Preferably insurance sales
Degree in any discipline
CERTIFICATIONS/REGULATORY CERTIFICATIONS
PCEIA, TBE and CEILI. Preferably RFP or CFP or LOMA
Competencies
- Proven sales track record
- Customer profiling and concept selling capabilities
- Sales person with strong interpersonal skill
- Good command of English and business writing skills
Salary:
RM7, RM10,000.00 per month
Schedule:
- Monday to Friday
Supplemental pay types:
- Commission pay
Ability to commute/relocate:
- Kuala Lumpur: Reliably commute or planning to relocate before starting work (required)
Experience:
- insurance: 3 years (preferred)
License/Certification:
- PCEIA, TBE and CEILI. Preferably RFP or CFP or LOMA (preferred)
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