Insurance Advisor

2 weeks ago

Kota Bharu, Malaysia Agensi Pekerjaan HCR Malaysia Sdn. Bhd. Full time

To represent and drive Bancassurance business for Affluent & High Networth segments through Relationship Manager and Insurance Advisor collaboration
- 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 pre-sales homework to joint sales appointments. Pre-sales 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**: RM7,000.00 - RM10,000.00 per month

**Benefits**:

- Health insurance
- Maternity leave
- Opportunities for promotion
- Parental leave
- Professional development

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Overtime pay
- Performance bonus
- Yearly bonus

Ability to commute/relocate:

- Ipoh: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- Do you have proven sales track?

**Education**:

- Diploma/Advanced Diploma (preferred)

**Experience**:

- Financial institution: 3 years (preferred)

License/Certification:

- RFP oR CFP or LOMA (preferred)

  • Retail Advisor- Kota Bharu

    1 month ago

    Kota Bharu, Malaysia Paracell M Sdn Bhd Full time

    Position**:Retail Advisor (Temporary)** Contract: 9 months **Responsibilities**: - Meet all KPI set and deliver end-to-end excellent customer experience; and provide first contact resolution to customers. - Create excitement for customers at every engagement opportunity via all touch points-walk in, social media /online and via phone calls/messages. - Be...

  • Penasihat Keewangan Islam

    1 month ago

    Kota Bharu, Malaysia Dr Roadtax Services Full time

    *GOOD NEWS* Assalamualaikum semua. Adakah anda sedang mencari kerjaya baru yg lebih stabil atau pendapatan kedua sebagai *TAKAFUL ADVISOR*? Untuk makluman anda, Pihak *ETIQA FAMILI TAKAFUL BERHAD* akan memberi gaji bulanan sehingga *RM7500 Sebulan!!* Tidak termasuk komisen bulanan dan juga manafaat lain. *Diantara syaratnya adalah:* - Umur: 21-45 thn* -...

  • Sales Advisor

    2 days ago

    Kota Kinabalu, Malaysia Regas EV Sabah Sdn. Bhd. Full time

    1. Achieve sales target and complete the sales process from prospecting to the release of the new vehicle to the client which includes: a. Deposit collection b. PUSPAKOM car inspection c. JPJ vehicle registration d. Invoice submission to bank e. Loan disbursement 2. Call prospects and consistently follow up on clients 3. Demonstrate vehicles including...

  • Financial Advisor Apprentice

    1 month ago

    Kota Damansara, Malaysia United Overseas Bank (Malaysia) Bhd Full time

    **About UOB**: United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and...

  • Islamic Financial Advisor

    2 weeks ago

    Kota Damansara, Malaysia Farah Achievers Management Full time

    Perkhidmatan sah kami: - Takaful - Hibah - Wasiat - Harta Sepencarian - Pengurusan pendapatan Skop pekerjaan: - Membantu pelanggan dalam menguruskan pendapatan secara teratur, serta merancang jalan terbaik bagi mengurus risiko akan datang. - Memberi khidmat nasihat secara berterusan dan konsisten kepada masyarakat luar berkenaan kepentingan merancang...

  • Sales Advisor

    1 month ago

    Kota Kinabalu, Malaysia Carsome Sdn Bhd Full time

    **Basic Salary + Fixed Allowance + Attractive Incentives** **About You** Carsome is on the hunt for a talented and experienced Executive, Business Development. We need a self-motivated person with strong communication and negotiation skills for Business Development. Your duties will include achieving sales targets assigned by your team, align with people...