Vacancies available at -Klang Valley-Penang-Sabah-Johor!
About the Role
Proactively approach potential clients via phone and face-to-face meetings to present Bancassurance Regular Premium and Single Premium plans.
Responsibilities
- Collaborate with bank Relationship Managers and Lead Generators to cross-sell Bancassurance Life products to their customer portfolios.
- Conduct regular reviews and updates of Bancassurance plans for customers under your care.
- Ensure accurate and complete submission of all required documentation for Bancassurance sales.
- Execute planned sales activities within the assigned BAS territory to meet KPIs and maintain sales quality.
- Adhere strictly to all internal and external guidelines and frameworks set by the bank for this role.
Qualifications
- Minimum 3 years of sales experience in financial or insurance-related products.
- Bachelor's degree in any discipline.
- Must possess valid licenses: PCEIA Life, CEILLI, and Takaful TBE.
- Proficiency in Mandarin is an added advantage.
Required Skills
- Sales experience in financial or insurance-related products.
- Valid licenses: PCEIA Life, CEILLI, and Takaful TBE.
Preferred Skills
