Insurance Advisor

2 days ago

Kuala Lumpur, Kuala Lumpur, Malaysia Prudential Assurance Malaysia Berhad Full time 80,000 - 120,000 per year

Principal Duties & Responsibilities

  • Responsible to deliver SCB Direct Closure channel APE sales target
  • Managing and motivate bank sales staff to meet APE target set for the Financial year
  • To provide core insurance support - Joint sales, Coaching, Role play, updates on insurance industry e.g inheritance tax, SST
  • Alignment with branch managers to plan and manage branch activities related to direct closure e.g. event, joint sales call and product training.
  • Coach bank sales staff to improve their key drivers ie : active ratio, conversion ratio, productivity and product holdings ratio.
  • Mentoring bank sales staff to adhere to compliance guidelines, best sales practices and quality servicing.
  • Penders Management to achieve channel average conversion ratio.
  • Monthly sales planning with Branch Managers on sales forecast, action plans and cross selling.
  • Liaise with PDCS/policyholders/business partners to assist in appeals/complaints if needed.
  • Monthly business review and visitations with RSM & Business Partners.
  • Building rapport with business partners key stakeholders ie SCB RM, BSSM, BM, BOSM, STM.
  • Responsible to implement any new distribution model at branch if any.
  • Address queries and guide bank sales staff on product features, forms filling and administrative matter.
  • 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.
  • Provide support related to items that are pending with PAMB for processing.
  • Second level support will be provided by the respective RSM in case the primary support resource is unable to support or is not available due to unforeseen circumstances.
  • Monitoring branch bancassurance business persistency and customer service from previous referral channel.

Job Specifications

  • 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.

  • Insurance Advisor, FT Region

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Etiqa Insurance and Takaful Full time 80,000 - 120,000 per year

    Job DescriptionTo represent Etiqa and drive Bancassurance business for Affluent & High Networth segments through Relationship Manager and Insurance Advisor collaborationConduct joint sales appointment with Maybank sales people and make appropriate wealth management recommendations through insurance that meet customers' needs at different life stagesTo...

  • Bancassurance Advisor

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Berhad Full time 80,000 - 120,000 per year

    OverviewAs a Bancassurance Advisor, you will be responsible for providing financial advice to clients on a range of topics, including retirement planning, future investing, education savings, and life insurance protection. Your core mission is to generate leads, meet with clients to perform a financial needs analysis, and present them with customized...

  • Customer Care Advisor

    2 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Allianz Insurance Full time 30,000 - 60,000 per year

    Elevate your customer service career at Allianz Partners—the global leader in assistance and insurance for travel, health, and mobility. We help people navigate life's unexpected moments with empathy, clarity, and action, delivering support that really matters when it counts.Join our multilingual Customer Care team, the first touchpoint for customers,...

  • Sales Advisor

    2 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia JXBR Full time 2,300 - 5,300 per year

    Jobs Xpert Brilliant Sdn Bhd is a Recruitment Firm. We assist our clients with all the talent search processes. Our client company began to create small leather goods and eventually expanded the collection to include women's handbags, luggage, ready to wear, shoes and men's leather collections. What began as a small smoke shop, known for its expertise and...

  • Assistant/Director, Actuarial Enablement

    2 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Liberty Insurance Full time $100,000 - $120,000 per year

    Are you looking to apply innovative solutions across systems spanning different countries and cultures? Join our growing team at Liberty Mutual, which has been recognized as a "Great Place to Work" and one of the "Best Employers for Diversity".This is a unique opportunity to influence and enable the strategic direction of actuarial and data science across...

  • Consultant Takaful Advisor

    2 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia AIA Malaysia Full time 120,000 - 150,000 per year

    Company DescriptionAIA Malaysia is a leading provider of comprehensive financial solutions, including Protection, Health, Personal Accident, Employee Benefits, General Insurance, Mortgage, Retirement, and Family Takaful products. With over 17,000 Life Planners, corporate sales teams, brokers, and exclusive bank partnerships, we ensure our customers can...

  • Reserving Actuary, APAC

    2 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Liberty Insurance Full time 90,000 - 120,000 per year

    This role sits within the APAC reserving team with predominant responsibility for the gross and net US GAAP reserves. The role involves supporting with any product related queries across APAC, requiring knowledge of market and region-specific context across all product lines.  Responsibilities include the reporting of results to management and the wider...

  • Wealth Advisor

    2 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia StashAway Full time 90,000 - 120,000 per year

    About JobWe are looking for an experienced Wealth Advisor to guide our high value clients and prospective clients in their investment decisions with StashAway. This is a unique opportunity to join a start-up team to further build StashAway Malaysia. You will report directly to the Country Manager to strategise and execute AUM impacting initiatives. Within...

  • Client Advisor

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia StashAway Malaysia Sdn Bhd Full time 80,000 - 120,000 per year

    About JobWe are looking for a driven and client-focused Client Advisor to join our team at StashAway Malaysia. This role is instrumental in growing our premium customer segment by delivering personalised financial guidance, building lasting relationships, and driving AUM growth. The candidate will be on the front lines of redefining how people manage their...

  • Reserving Actuary, APAC

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Liberty Mutual Insurance Full time 120,000 - 240,000 per year

    This role sits within the APAC reserving team with predominant responsibility for the gross and net US GAAP reserves. The role involves supporting with any product related queries across APAC, requiring knowledge of market and region-specific context across all product lines. Responsibilities include the reporting of results to management and the wider...