![Agensi Pekerjaan HCR Malaysia Sdn. Bhd.](https://media.trabajo.org/img/noimg.jpg)
Insurance Advisor
2 months ago
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
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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