Insurance Solutions Consultant

3 days ago


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

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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