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Bancassurance Sales, Analyst

Bancassurance Sales, Analyst

AIAAIA Malaysia, Kuala Lumpur, MY
30+ days ago
Job description

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

So if you believe in inspiring a better future, read on.

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.
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    Sales Analyst • AIA Malaysia, Kuala Lumpur, MY