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Retail Bancassurance Manager, Federal Territory / Selangor Negeri Sembilan Region

Retail Bancassurance Manager, Federal Territory / Selangor Negeri Sembilan Region

etiqa insurance and takaful
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.

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