Financial Product Advisor

4 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia RHB Banking Group Full time
About This Role

We are seeking a highly motivated and results-driven Financial Product Advisor to join our team at RHB Banking Group. As a key member of our sales team, you will be responsible for promoting various types of life-insurance products under the exclusive Bancassurance Partnership between RHB Bank and Tokio Marine.

Key Responsibilities
  • Promote and market a range of Tokio Marine's life-insurance products to our customers, including Whole Life Plan, Endowment Plan, Medical Plan, and Investment Linked Plan.
  • Perform needs-based selling by understanding customers' financial goals, protection needs, saving, education, medical, and retirement saving.
  • Brief and ensure customers understand the insurance plan features, charges, and prepare quotations and explanations of product disclosure.
  • Assist customers in handling premium payments, policy inquiries, policy servicing, and claims-related matters.
What You'll Achieve

As a Financial Product Advisor, you will have the opportunity to:

  • Maintain regular contacts with customers to develop relationships for higher share of customers' wallet.
  • Participate in branch/region/Bank sales activities and campaigns to achieve deliverables.
  • Prepare and pro-actively execute sales plans for prospective customers from Bank's leads (LMS) and self-generated leads.
  • Identify cross-selling/up-selling opportunities to increase customers' PHR and revenue.


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