Insurance Advisor

4 days ago

Selangor, Malaysia Prudential plc Full time

Prudential's purpose is to help people get the most out of life. We will deliver our purpose by creating a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career ambitions. We pledge to make Prudential a place where you can Connect, Grow and Succeed.

Principal Duties & Responsibilities:
1. Responsible to deliver SCB Direct Closure(DC) channel APE sales target.

2. Managing and motivate bank sales staff to meet APE target set for the financial year.

3. To provide core insurance support
- Joint sales
- Coaching
- Role play
- Updates on insurance industry e.g Inheritance tax; SST

4. Alignment with branch managers to plan and manage branch activities related to direct closure e.g. event, joint sales call and product training.

5. Coach bank sales staff to improve their key drivers ie : active ratio, conversion ratio, productivity and product holdings ratio.

6. Mentoring bank sales staff to adhere to compliance guidelines, best sales practices and quality servicing.

7. Penders Management to achieve channel average conversion ratio.

8. Monthly sales planning with Branch Managers on sales forecast, action plans and cross selling.

9. Liaise with Partnerships Distribution Channel Support /policyholders/business partners to assist in appeals/complaints if needed.

10. Monthly business review and visitations with Regional Sales Manager & Business Partners.

11. Building rapport with business partners key stakeholders ie SCB RM, BSSM, BM, BOSM, STM.

12. Responsible to implement any new distribution model at branch if any.

13. Address queries and guide bank sales staff on product features, forms filling and administrative matter.

14. Provide support in assisting bank sales staff on their client's policy service enquiry so that bank sales staff is able to communicate effectively with their client.

15. Provide support related to items that are pending for processing.

16. Second level support will be provided by the respective Regional Sales Manager in case the primary support resource is unable to support or is not available due to unforeseen circumstances.

17. Monitoring branch bancassurance business persistency and customer service from previous referral channel.

Job Specification:

- Possess a recognized Degree / Diploma / Certificate in any discipline.
- At least 3 years of sales experience in financial services industry.
- Knowledge of insurance, banking and other financial products.
- Excellent interpersonal and communication skills with multi-lingual ability.

  • Sales Advisor

    2 days ago

    Malaysia | Selangor | SDBA AD (B) Sime Darby Full time 40,000 - 60,000 per year

    Company :Sime Darby Beyond Auto Sdn. Bhd.What You'll Be DoingAs a Vehicle Sales Advisor you'll play a key role in helping customers find the perfect vehicle while delivering an exceptional buying experience. You'll manage leads, build relationships, and close deals—all while growing your skills in a fast-paced, supportive environment.Key...

  • Takaful Advisor Agent

    3 days ago

    Subang Jaya, Selangor, Malaysia Prudential BSN Takaful Berhad Full time 40,000 - 60,000 per year

    Company DescriptionPrudential BSN Takaful Berhad (PruBSN) is Malaysia's leading family takaful operator known for its customer-centric approach, innovative solutions, and technological leadership. The company focuses on robust talent development, leadership training, performance rewards, employee engagement, and diversity & inclusion to drive success.Role...

  • Service Advisor

    3 days ago

    Ara Damansara, Selangor, Malaysia Sime Darby Auto Connexion Sdn Bhd Full time 40,000 - 80,000 per year

    Job Description:Responsible for customer contactResponsible for securing regular customer relationResponsible for workshop working to capacityResponsible for organizing customer reception and flow of workResponsible for the workshop's imageResponsible for the workshop's parts turnoverComplies daily works and job plans using the reservations andappointments...

  • Sales Associate

    2 days ago

    Damansara, Selangor, Malaysia VSNR Full time 90,000 - 120,000 per year

    We're Hiring | Wealth PlannersLocation: Damansara, Petaling Jaya | Industry: Financial ServicesAtVSNR Co., we've spent over 30 years helping individuals, families, and businesses achieve long-term financial security through holistic wealth planning. As we continue to expand, we're looking forWealth Planners, Wealth Managers, and Aspiring Leadersto join our...

  • Business Development Executive

    2 days ago

    Subang Jaya, Selangor, Malaysia NLG Management Full time 60,000 - 120,000 per year

    Role OverviewWe are looking for ambitious individuals who are driven to achieve success. You play a vital role in engaging directly with clients to gain insight into their financial objectives, risk tolerance levels, and long-term goals. This involves conducting thorough needs assessments to identify gaps in their current coverage and recommending...

  • Sales Advisor

    3 days ago

    Malaysia | Selangor | SDSA Ara (B) Sime Motors Full time 30,000 - 60,000 per year

    Company :Sime Darby Swedish Auto Sdn. Bhd. Job Description Job PurposeSell new vehicles as per targets set and agreed at predetermined profits.Job ContentSales Funnel ManagementGenerate and capture as many leads as possible in the funnel (volume).Convert leads along the funnel to achieve sales targets (efficiency).Capture accurate customer information...

  • Senior Infrastructure Engineer

    2 days ago

    First Ave, Bandar Utama, Petaling Jaya, Selangor, Malaysia Grab Full time 80,000 - 120,000 per year

    Company Description About Grab and Our WorkplaceGrab is Southeast Asia's leading superapp. From getting your favourite meals delivered to helping you manage your finances and getting around town hassle-free, we've got your back with everything. In Grab, purpose gives us joy and habits build excellence, while harnessing the power of Technology and AI to...

  • Tech Center Consultant

    2 days ago

    Kuala Lumpur, Selangor, Malaysia Hewlett Packard Enterprise Full time 90,000 - 150,000 per year

    Tech Center ConsultantThis role has been designed as ''Onsite' with an expectation that you will primarily work from an HPE office Who We Are: Hewlett Packard Enterprise is the global edge-to-cloud company advancing the way people live and work. We help companies connect, protect, analyze, and act on their data and applications wherever they live, from edge...