Insurance Solutions Consultant
3 days ago
Job Summary
We are seeking a skilled Financial Planner Specialist to join our team at Sun Life Malaysia Assurance Berhad. As a Senior Financial Services Consultant, you will play a key role in providing expert advice on bancassurance products and developing tailored financial plans for clients.
Key Responsibilities:
- Develop and implement financial plans to meet clients' needs
- Provide expert advice on insurance and takaful products
- Work closely with bank partner branches to drive business growth and improve customer satisfaction
- Analyze clients' financial situations and recommend suitable solutions
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
About Us
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.
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