Bancassurance Specialist
1 day ago
Bancassurance Advisor / Bancassurance Sales Executive
Job Overview
The Bancassurance Advisor is responsible for promoting and selling insurance products through the bank's customer base. The role focuses on strengthening customer relationships, identifying financial protection needs, and achieving sales targets in compliance with Bank Negara Malaysia (BNM) and industry regulations.
Job Responsibilities
- Promote life and general insurance products to walk-in customers and existing bank clients.
- Conduct financial needs analysis to recommend suitable protection and savings solutions.
- Work closely with branch staff to generate leads and support sales activities.
- Attend joint appointments, roadshows, and telesales campaigns to drive business growth.
- Track and report daily/weekly sales performance to the Bancassurance Manager.
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