Bank Financial Executive (Bancassurance Sales - Perak)

Responsibilities

• Promote and sell Bancassurance products at Partner Bank branches across the country.
• Prospect, cold call, qualify potential customers, set appointments, and offer financial advice.
• Work closely with branch colleagues to turn lead referrals into successful sales.
• Build and nurture strong relationships with bank customers to create future sales opportunities.
• Attend sales and marketing events to attract new customers and increase visibility.
• Follow up with customers on policy servicing, including payment methods, plan changes, trustee appointments, and policy top-ups.

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