Bancassurance Advisor

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

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

Job Responsibilities

• Deliver personal and branch Banca sales target by providing financial advice according to client’s needs and profile.
• Support Team Head / Group Sales Manager in driving referrals and branch activities.
• Drive / execute Banca sales campaign, provide product training and other related activities.
• Responsible and accountable on sales process, governance and compliance matter

Job Requirements

• A recognized diploma / degree in any field. Must possess PCE & CEILI qualification
• Minimum 2-3 years of working experience in Insurance Sales for High Net Worth customer segment.
• Passionate about sales & possess strong commitment to achieve sales target
• Has good interpersonal skills with the ability to communicate at all levels
• A team player; proactive, outgoing, performance driven and flexible to changes
• Enjoy meeting people and influential in sales

Additional Requirements

Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

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