Insurance Specialist

11 hours ago


Johor Bahru, Malaysia Richdale International Executive Search Full time

**Job Summary**

As a Insurance Specialist, you’ll be responsible for offering comprehensive bancassurane advice tailored to client needs supporting the Affluent Distribution, Business Banking, and Personal Banking in driving insurance sales. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements.

**Key Responsibilities**:

- Selling a variety of Bancassurance life insurance products to existing and potential bank customers.
- Able to offering personalized financial advice based on customer needs.
- Able to collaborate with stakeholders and Insurance Service Providers (ISP) to ensure seamless execution of sales and services activities.
- Able to planning and executing bancassurance sales activities.
- Able to developing a strong understanding of bancassurance products.
- Achieve assigned sales targets and other key metrics as outlined in the scorecard.
- Able to assist in handling client inquiries and resolving issues related to insurance products.
- Adhere to Wealth Solution policies and procedures governing insurance transactions.
- You have to ensure complete and accurate documentation for all sales transactions in compliance with internal guideline and regulatory requirements.

**Job Requirements**:

- You must have a Degree or Diploma in any discipline.
- You must have a minimum banking sales experience of 5 years with a proven track record of results.
- You must have a knowledge and sales experience in Life Insurance are essential. Experience in other wealth products is an added advantage.
- Possess PCE/ CEILLI/ TBE/ FIMM licenses before officially starting the role
- You must have a strong sales drive.
- You must have a great interpersonal skills with the ability to communicate to all parties.
- Collaborative team player with a strong performance orientation and willingness to travel.
- Articulate well in English is a plus

Pay: Up to RM10,000.00 per month

**Benefits**:

- Professional development

Schedule:

- Monday to Friday

Supplemental Pay:

- Commission pay

Work Location: In person



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