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Insurance Advisor

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Ipoh, Malaysia Agensi Pekerjaan HCR Malaysia Sdn. Bhd. Full time

To represent and drive Bancassurance business for Affluent & High Networth segments through Relationship Manager and Insurance Advisor collaboration
- Conduct joint sales appointment with Maybank sales people and make appropriate wealth management recommendations through insurance that meet customers’ needs at different life stages
- To provide an end to end support from pre-sales homework to joint sales appointments. Pre-sales homework includes customer profiling and targeting the right customers in order to provide total wealth solutions from wealth creation to wealth distribution
- In addition to sales activities, Insurance Advisor is tasked to provide technical support to Maybank sales people in the areas of medical underwriting & financial underwriting. Product knowledge training and on the job sales training through joint sales appointment

**EDUCATION**

Min 3 years’ experience in financial institution. Preferably insurance sales

Degree in any discipline

**CERTIFICATIONS/REGULATORY CERTIFICATIONS**

PCEIA, TBE and CEILI. Preferably RFP or CFP or LOMA

**Competencies**
- Proven sales track record
- Customer profiling and concept selling capabilities
- Sales person with strong interpersonal skill
- Good command of English and business writing skills

**Salary**: RM7,000.00 - RM10,000.00 per month

**Benefits**:

- Health insurance
- Maternity leave
- Opportunities for promotion
- Parental leave
- Professional development

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Overtime pay
- Performance bonus
- Yearly bonus

Ability to commute/relocate:

- Seremban: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- Do you have proven sales track?

**Education**:

- Diploma/Advanced Diploma (preferred)

**Experience**:

- Financial institution: 3 years (preferred)

License/Certification:

- RFP oR CFP or LOMA (preferred)