Bancassurance Advisor (Nationwide)

Alliance Bank Malaysia Berhad; Kuala Lumpur; On-site; MYR 45,000 - 78,000; Full time

Job summary

Alliance Bank Malaysia Berhad is seeking a Bancassurance Advisor in Kuala Lumpur to work with the customer relationship manager in proposing bancassurance products as financial solutions during portfolio reviews.

You will market and sell bancassurance products and services to high net worth customers, provide financial needs analysis, and advise on the right solutions. The role requires strong interpersonal and communication skills and a sales mindset.

Qualifications

• Bachelor's degree or above with strong sales record in banking or financial services.
• At least 3–4 years of sales experience in financial services preferred.
• PCE certificate (A/B/C) and CEILLI license are an added advantage.
• Outgoing personality with good interpersonal and communication skills.

Responsibilities

• Work with relationship manager to propose bancassurance products as financial solutions.
• Market and sell bancassurance products to high net worth customers.
• Provide clients with financial needs analysis and advise on right solutions.
• Give feedback on market developments and customers' changing insurance needs.

Skills

Interpersonal skills

Communication skills

Outgoing personality

Sales experience

Education

Bachelor's Degree

Post Graduate Diploma

Equivalent qualification

Job description

Job Responsibilities

• To work closely with customer relationship manager in proposing bancassurance products as financial solution to clients based on portfolio review.
• To market and sell bancassurance products and services to high network customers.
• To provide clients with financial needs analysis and advise clients with the right solutions.
• To provide regular feedback on issues pertaining to latest development in the market place and customers’ changing needs and requirements on insurance related matters.

Requirements

• Candidate must possess at least a Bachelor's Degree, Post Graduate Diploma, or equivalent; with strong sales record in banking or financial institution.
• At least 3-4 years of sales experience in financial services are preferred
• Candidates with PCE certificate ie ( A,B and C) and / CEILLI license are an added advantage.
• Should possess an outgoing personality with good interpersonal & communication skills.

Your application will include the following questions:

• Which of the following statements best describes your right to work in Malaysia?
• What's your expected monthly basic salary?
• How many years' experience do you have as a Bancassurance Advisor?
• Do you have sales experience in the banking & credit industry?

Alliance Bank Malaysia Berhad and its subsidiary, Alliance Islamic Bank Berhad, offers banking and financial solutions through its consumer, SME, corporate, commercial and Islamic banking. The Bank provides easy access to its broad base of customers throughout the country via multi-pronged delivery channels that include retail branches, Privilege Banking Centres, Business Centres, Investment Bank branches, and mobile and Internet banking.

About Alliance Bank Malaysia Berhad

Alliance Bank Malaysia Berhad and its subsidiary, Alliance Islamic Bank Berhad, offers banking and financial solutions through its consumer, SME, corporate, commercial and Islamic banking. The Bank provides easy access to its broad base of customers throughout the country via multi-pronged delivery channels that include retail branches, Privilege Banking Centres, Business Centres, Investment Bank branches, and mobile and Internet banking.