Finance Consultant
6 days ago
To achieve the desired sales performance targets set.
- To achieve the target product mix for Protection and Savings products.
- To achieve overall productivity, conversion ratio, profitability and quality sales.
- Responsible for farming activities on leads generated by bank, timely act on the leads provided & identify insurance needs to ensure high quality sales & conversion rate.
- Provide feedback of the result of leads activity & leads quality to branch sales leaders.
- Record daily sales activities, sales follow up actions and leads & pipeline management
- Provide financial planning advice to customers in relation to their insurance portfolio
- Provide updates via regular sales management meeting with sales leader
- Provides after sales service & guidance to customers such as minor claims process, policy changes, etc.
**Job Requirements**
- Highly results oriented and keen interest in direct sales position
- With min 3 years of relevant working experience in financial service industry with sales experience in insurance sales in a banking environment
- Proven track record in Bancassurance sales and life insurance protection product is preferable
- Result oriented and strong ability to influence and motivate
- Good communication and interpersonal skills
**Salary**: RM4,000.00 - RM9,000.00 per month
**Benefits**:
- Dental insurance
- Health insurance
- Maternity leave
- Opportunities for promotion
- Professional development
Schedule:
- Day shift
- Monday to Friday
Supplemental pay types:
- Commission pay
- Performance bonus
- Yearly bonus
**Experience**:
- Insurance Sales: 2 years (preferred)
License/Certification:
- CEILI & PCE (preferred)
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