Retail Bancassurance Manager, Federal Territory / Selangor Negeri Sembilan Region
Retail Bancassurance Manager, Federal Territory / Selangor Negeri Sembilan Region
etiqa insurance and takaful3-5 Years
Early Applicant
- Posted 7 months ago
- Be among the first 10 applicants
Job Description
- Concept Selling approach to Emerging Affluent/ Affluent customer segment by providing technical support and make appropriate recommendations to suit customers needs during joint sales appointment together with Personal Financial Advisor (PFAs).
- To support the Insurance and Takaful Bancassurance (Banca) business of Maybank Emerging Affluent Banking, CFS, to deliver Top line & PBT of Protection and Wealth Creation domains through sales activities with Branch, PFAs and campaigns.
- Provide training, coaching, mentoring and other pre- and post-sales support needed by the Personal Financial Advisor (PFAs) stationed at MBB Branches.
- Establish client relationship treat information received from the client as highly confidentiality
- Identify financial goal and KYC, Conduct joint sales appointment with PFAs. Establish customers needs for related advise, products and services based on background and conversation with customers.
- Analyze and evaluate client's financial objective
- Develop Recommendation explore relevant options/ alternatives to meet the client's insurance/ financial objectives and do the sales closure
- Review Plan participate in the development/ implementation of yearly Insurance and Takaful Bancassurance business and sales target/ plans accordingly.
- Coaching and plan training activities to optimize sales performance
- Execute Region sales/ marketing strategies for respective Banca business
Requirements:
- Minimum Insurance sales experience of 3 years
- Proven sales track record in previous Insurance companies or banks
- Technically sound RFP/CFP added advantages
- Competent knowledge of Insurance concept, principles & terminology
- Excellent communication skills, teamwork, general business understanding, analytical thinking, marketing and selling skills.
- Interpersonal and social skills in building long lasting relationships.
- Leading, tracking and coaching skills.
- Results oriented and highly motivated
*We regret to inform that only shortlisted candidate will be contacted.
