Senior Financial Services Expert

3 days ago


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

Company Overview

Sun Life Malaysia Assurance Berhad is a leading provider of life insurance and family takaful products, dedicated to helping clients achieve financial security. With operations in multiple markets worldwide, we offer a comprehensive range of insurance solutions.

Role Description

As a Senior Financial Services Consultant, you will be responsible for providing expert advice on bancassurance products, developing tailored financial plans, and analyzing clients' needs to recommend the most suitable solutions. You will work with our bank partner branches nationwide to provide exceptional customer service and drive business growth.

  • Strong understanding of insurance and takaful products
  • Excellent communication and interpersonal skills
  • Certified and licensed in PCE, CEILLI, TBE, or equivalent
  • Experience in the financial services industry
  • Bachelor's degree in Finance, Business, Economics, Marketing or a related field
Key Responsibilities

• Provide expert advice on bancassurance products to clients

• Develop tailored financial plans to meet clients' needs

• Analyze clients' financial situations and recommend suitable solutions

• Work closely with bank partner branches to drive business growth and improve customer satisfaction

Requirements

• Strong understanding of insurance and takaful products

• Excellent communication and interpersonal skills

• Certified and licensed in PCE, CEILLI, TBE, or equivalent

• Experience in the financial services industry

• Bachelor's degree in Finance, Business, Economics, Marketing or a related field



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