Account Relationship Manager (Johor Bharu)

Sun Life Malaysia Assurance Berhad; Johor Bahru; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Birthday Leave

Public Holiday Replacement Leave

Job summary

Sun Life Malaysia Assurance Berhad is seeking an Account Relationship Manager in Johor Bahru to drive Bancassurance and Bancatakaful sales within the CIMB Retail Enterprise Division, while supporting partners with product knowledge and service excellence. The role requires at least 5 years in a related field, strong selling skills for life insurance, and the ability to engage senior stakeholders.

You will collaborate across New Business, Underwriting, Finance, Policy Servicing, and Customer

Qualifications

• Diploma or Degree in Finance, Marketing, Economics, or any business-related field.
• Minimum 5 years of working experience in a related field.
• Must possess strong convincing skills in selling life insurance.
• Demonstrable record of engaging, influencing, and managing internal and external stakeholders at senior levels.
• Strong communication, presentation, and influencing skills.

Responsibilities

• Achieve overall business targets and assigned individual targets.
• Drive Bancassurance and Bancatakaful sales growth under CIMB Bank's Retail Enterprise Division.
• Coach and train sales teams on insurance products through structured training, coaching, and mentoring.
• Provide comprehensive pre-sales and post-sales support to business partners.
• Collaborate with internal departments to ensure service delivery meets expectations and agreed service levels.
• Build and maintain strong relationships with business partners, addressing operational and service matters promptly.

Skills

Convincing sales skills

Communication skills

Presentation skills

Influencing skills

Stakeholder management

Education

Diploma or Degree in Finance/Marketing/Economics or related field

Job description

Account Relationship Manager (Johor Bharu)

The incumbent, as an Account Relationship Manager, is responsible for:

Contributing to the Division's overall business objectives and assigned individual sales targets.

Driving Bancassurance and Bancatakaful sales growth within the MSF segment under CIMB Bank's Retail Enterprise Division.

Equipping sales teams with comprehensive insurance product knowledge through structured training, coaching, and mentoring to improve sales performance.

Providing comprehensive pre-sales and post-sales support to business partners.

Collaborating closely with internal departments such as New Business, Underwriting, Finance, Policy Servicing, and Customer Service to ensure service delivery meets expectations and agreed service levels.

Building and maintaining strong relationships with business partners by addressing operational and service matters promptly and professionally.

Performing additional duties and ad-hoc assignments as assigned by Management.

Major Accountabilities

Achieve overall business targets.

Achieve assigned individual targets.

Generate new sales initiatives and groom Bancassurance Convention and campaign qualifiers.

2. Compliance and Risk

Ensure sales staff adhere to compliance requirements by performing KYC during the sales cycle.

Ensure sales staff are fully licensed.

Uphold integrity and comply with regulations governing the insurance industry.

3. Client Centricity & Persistency

Ensure sales staff perform needs-based selling.

Foster strong relationships with business partners.

Educate sales staff and share best practices across regions to cultivate a high-performance culture.

4. Personal Development

Engage in continuous learning through training programs, seminars, and workshops.

Be ready to take on new roles and opportunities for self-development and competency enhancement.

Requirements

Diploma or Degree in Finance, Marketing, Economics, or any business-related field.

Minimum 5 years of working experience in a related field.

Must possess strong convincing skills in selling life insurance.

Must be committed to achieving targets and goals.

Demonstrable record of engaging, influencing, and managing internal and external stakeholders at senior levels.

Strong convincing skills in selling life insurance and commitment to achieving targets and goals.

Strong communication, presentation, and influencing skills.

Sun Life Malaysia Assurance Berhad and Sun Life Malaysia Takaful Berhad is a joint venture by Sun Life Assurance Company of Canada and Khazanah Nasional Berhad.

As a life insurance and Family Takaful provider, Sun Life Malaysia offers a comprehensive range of products and services to Malaysians across the country.

At Sun Life, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

Sun Life Malaysia Assurance Berhad and Sun Life Malaysia Takaful Berhad is a joint venture by Sun Life Assurance Company of Canada and Khazanah Nasional Berhad.

As a life insurance and Family Takaful provider, Sun Life Malaysia offers a comprehensive range of products and services to Malaysians across the country.

At Sun Life, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

• Perks and benefits Medical Dental Birthday Leave, Public Holiday Replacement Leave &