Bancassurance Advisor

Alliance Bank Malaysia Berhad; Kuala Lumpur; On-site; MYR 32,000 - 52,000; Full time

Job summary

Alliance Bank Malaysia Berhad is seeking a Bancassurance Advisor to proactively engage with bank customers, identify insurance and financial protection needs, and promote life insurance and investment-linked solutions. You will conduct financial needs analyses and aim to achieve sales targets while generating referrals from branch walks-ins and leads.

The role emphasizes proactive customer engagement, solution recommendations, and performance against KPIs within the bank's bancassurance

Responsibilities

• Engage with bank customers to identify needs for life insurance and investment products.
• Conduct financial needs analysis (FNA) and recommend suitable solutions.
• Achieve individual sales targets and KPIs; generate referrals from branch walk-in customers and bank leads.

Job description

Bancassurance Advisor

1. Customer Engagement and Sales

Proactively engage with bank customers to identify insurance and financial protection needs. Promote suitable life insurance, and savings/investment-linked solutions. Conduct financial needs analysis (FNA) and recommend appropriate products based on customer requirements. Achieve individual sales targets and Key Performance Indicators (KPIs). Generate referrals and develop opportunities from branch walk-in customers and bank leads. Cro...