Finance Business Development Executive
5 days ago
**Responsibility**:
- Sales and Lead Management
- Leverage provided warm leads to engage potential clients, identify their needs, and offer personalized insurance solutions.
- Drive sales of bancassurance products through targeted client engagement, ensuring customers understand the benefits of these financial solutions.
- Consistently meet or exceed individual and team sales targets.
- Customer Engagement and Education
- Engage with bank customers both in person and through follow-up on warm leads, educating them on insurance as a key component of financial security.
- Conduct financial needs assessments to recommend suitable insurance products based on customer profiles.
- Collaboration and Relationship Management
- Collaborate with bank staff to maximize sales opportunities and deliver a seamless client experience.
- Build and maintain strong relationships with bank branches to enhance customer reach.
- Compliance and Reporting
- Ensure all sales activities comply with regulatory standards and internal policies.
- Maintain accurate records of sales activities, client interactions, and follow-up actions.
**Requirements**:
- Education: Diploma or bachelor’s degree in finance, Business, Insurance, or related field.
- Proficiency in Mandarin and English to engage with a diverse client base.
- Strong communication and interpersonal skills.
- Goal-oriented with a proven track record of meeting sales targets.
- Knowledge of insurance products and financial planning concepts.
**Benefits**:
- Access to lower interest rates on loans from the partnering bank.
- Competitive salary and performance-based commission structure.
- Unlimited medical claims coverage.
- Comprehensive health insurance plan for employees and eligible dependents.
- Career and Personal Development:
- Professional training and continuous development opportunities.
- Clear career advancement pathways within a supportive and growing organization.
- Additional Benefits
- Annual Leave
- EPF / SOCSO / PCB
- Medical Insurance
- Training Provided
- 5 Working Days
- Medical and Hospitalization Leave
Pay: RM3,500.00 - RM6,000.00 per month
Work Location: In person
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