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About the Role
Drive Bancassurance sales for the assigned region by coaching a team of Financial Executives, conducting product training, supporting promotional events, and ensuring compliance with company and regulatory standards. Track performance, resolve issues, and foster a collaborative team environment to achieve sales targets.
Job Responsibilities :
- To ensure the branch achieve the target given by management - Regular Premium and Single Premium.
- To monitor production and visitation schedule for Bancassurance Consultants (BC).
- To conduct product training for BC and bank executives in their respective branches.
- To support bank branches on their activities to promote Bancassurance products on weekdays or weekends such as Wealth Planning event, Roadshow & etc.
- To ensure sales & support and marketing team consistently track outstanding cases, claims settlement and all pending cases.
- To conduct weekly meetings with BC to review their performance and progress.
- To maintain a good teamwork amongst staffs.
- To ensure compliance as per company and regulatory requirements.
Job Requirements :
Bachelor’s degree in Business Administration, Actuarial or Marketing.At least 5-6 years of relevant experience in Bancassurance sales / Relationship Manager / Personal Banker or equivalent.Passionate for sales.Good command of English and Bahasa Malaysia (both written and oral).Good presentation and interpersonal skills.Proficient in Microsoft Office applications.LI-DNI