Banca Specialist (Kuala Lumpur)

AmBank; Kuala Lumpur; On-site; MYR 40,000 - 60,000; Full time

Job summary

A financial institution in Kuala Lumpur seeks a sales representative for bancassurance products. The role involves delivering sales targets, managing customer relationships, and promoting life insurance. Candidates must have at least a diploma and 2 years of sales experience in financial institutions. A passion for engaging with customers and a proactive attitude are essential. Additional qualifications like PCEIA Life or CEILLI are advantageous. This position offers an opportunity to grow within a dynamic financial setting.

Qualifications

• At least 2 years of sales experience in Financial Institutions.
• Willing to go the extra mile to achieve personal goals.
• Candidate with PCEIA Life / CEILLI / TBE would be an added advantage.

Responsibilities

• Delivers sales target for bancassurance products.
• Builds and maintains business relationships with customers.
• Participates in initiatives to promote Life Insurance Products.

Skills

Sales experience in Financial Institutions

Customer relationship management

Self-motivated

Team player

Education

Diploma or equivalent

Job description

Delivers sales target for bancassurance products

Executes sales and services to customers in accordance with internal/external policies, guidelines and regulations

Builds and maintains business relationship with existing and new customers to ensure customer retention and cross‑selling opportunities

Attends customers' enquiry on branch products and services and feedback

Participate and organize initiatives and drives to promote Life Insurance Products distributed by the Bank

Candidate must possess at least a Diploma, Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post Graduate Diploma, Professional Degree, Business Studies/Administration/Management or equivalent

At least 2 years of sales experience in Financial Institutions

A person who enjoys meeting people and loves engaging in conversations

Good team player, self‑motivated and able to work independently

Willing to go the extra mile to achieve personal goals and aspirations

Candidate with PCEIA Life / CEILLI / TBE would be an added advantage.