Banca & Insurance Advisor – HNW Client Growth

UOB; Selangor; On-site; MYR 40,000 - 60,000; Full time

Job summary

A prominent financial institution in Selangor is seeking a Sales Executive to drive Banca sales and provide financial advice tailored to clients' needs. The role requires a recognized diploma or degree, and 2-3 years of experience in insurance sales for the High Net Worth segment. Ideal candidates are passionate, proactive, and possess excellent interpersonal skills. This position offers the opportunity to be part of a dynamic team focused on delivering exceptional service and achieving sales targets.

Qualifications

• Minimum 2-3 years of experience in Insurance Sales for High Net Worth customer segment.
• Must possess PCE & CEILI qualification.
• Passionate about sales with commitment to achieve targets.

Responsibilities

• Deliver personal and branch Banca sales target by providing financial advice.
• Support Team Head in driving referrals and branch activities.
• Drive Banca sales campaigns and provide product training.

Skills

Sales skills

Interpersonal communication

Team collaboration

Flexibility

Education

Recognized diploma or degree in any field

Job description

A prominent financial institution in Selangor is seeking a Sales Executive to drive Banca sales and provide financial advice tailored to clients' needs. The role requires a recognized diploma or degree, and 2-3 years of experience in insurance sales for the High Net Worth segment. Ideal candidates are passionate, proactive, and possess excellent interpersonal skills. This position offers the opportunity to be part of a dynamic team focused on delivering exceptional service and achieving sales targets.