Bancassurance Specialist

Company Description AmBank Group is a leading Malaysian financial services group with over four decades of experience supporting the country's economic growth. The Group serves more than three million individual and corporate customers through a broad range of offerings, including wholesale, business, retail, and investment banking. Its services also span Islamic banking, general and life insurance, family takaful, stockbroking, futures broking, and investment advisory and asset management, including real estate investment trusts and unit trusts. With a workforce of over 9,000 people, AmBank offers diverse career paths in a dynamic, regulated environment. AmBank is a member of Perbadanan Insurans Deposit Malaysia (PIDM), underscoring its commitment to financial stability and customer protection.

Role Description This full-time, on-site Bancassurance Specialist role is based in WP Kuala Lumpur. The Bancassurance Specialist is responsible for promoting and advising on insurance and takaful products to bank customers, supporting branch staff in identifying protection needs, and delivering suitable product recommendations. Daily activities include engaging customers at branches, conducting needs analysis, preparing proposals, and assisting with policy applications and documentation. The role also involves maintaining strong relationships with insurance partners, tracking sales performance, and ensuring compliance with regulatory and internal policies. The Bancassurance Specialist will participate in product trainings, sales campaigns, and branch activities to drive growth and enhance customer experience.

Qualifications

• Strong sales and customer relationship skills, with the ability to identify customer needs and offer appropriate bancassurance solutions.
• Knowledge of insurance and takaful products, basic banking operations, and regulatory requirements related to financial services.
• Effective communication and interpersonal skills, including the ability to explain complex financial concepts in clear, accessible language.
• Sound analytical and problem-solving abilities for conducting needs analysis, evaluating options, and handling customer queries or issues.
• Good organizational and time-management skills to manage multiple customer interactions, documentation, and follow-ups.
• Proficiency in basic office productivity tools (e.g., word processing, spreadsheets, CRM systems) for reporting and tracking sales activities.
• Relevant experience in banking, insurance, or financial services sales is preferred.
• Diploma or Bachelor's degree in Finance, Business, Economics, or a related field is advantageous.
• Commitment to ethical conduct, regulatory compliance, and delivering a positive customer experience.