Senior Financial Services Consultant

3 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia Sun Life Malaysia Assurance Berhad Full time

Company Description
Sun Life Malaysia (Sun Life Malaysia Assurance Berhad and Sun Life Malaysia Takaful Berhad) is a joint venture by Sun Life Assurance Company of Canada and Khazanah Nasional Berhad. Sun Life Malaysia offers a comprehensive range of life insurance and Family Takaful products and services to help clients achieve financial security. With operations in multiple markets worldwide, Sun Life Malaysia is dedicated to providing insurance, wealth, and asset management solutions.

Role Description
We are offering a full-time job opportunity as a Senior Financial Services Consultant, based at our bank partner branches nationwide. In this role, you will provide expert financial advice, specializing in bancassurance products, while developing tailored financial plans, analyzing clients' needs, and recommending the most suitable solutions to help them achieve their financial goals.

Qualifications

  1. Strong understanding of insurance and takaful products
  2. Excellent communication and interpersonal skills
  3. Certified and licensed in PCE, CEILLI, TBE, or equivalent
  4. Experience in the financial services industry
  5. Bachelor's degree in Finance, Business, Economics, Marketing or a related field
Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

Industries

Insurance

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