Bancassurance Manager | Kuala Lumpur, MY

United Overseas Bank; Kuala Lumpur; On-site; MYR 70,000 - 100,000; Full time

Job summary

A leading bank in Asia is seeking a driven professional for sales and business development in bancassurance. Responsibilities include developing sales strategies, maintaining relationships with insurance partners, and training bank staff on products. Ideal candidates possess a degree, 3-7 years of relevant experience, and strong communication skills. Join a committed team dedicated to customer service and sales excellence.

Qualifications

• Minimum 3-7 years of working experience in Bancassurance/Insurance/Banking Sales.
• Must possess PCE & CEILI qualification.
• Strong understanding of life & non-life insurance products.

Responsibilities

• Develop and implement strategies to sell life insurance products.
• Maintain strong ties between the bank and insurance company.
• Train and support bank staff on insurance products.

Skills

Sales

Relationship Management

Training & Support

Customer Service

Communication

Education

Recognized diploma/degree

Tools

MS Office

CRM tools

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:

• Sales & Business Development - Develop and implement strategies to sell life insurance products (investment-linked savings, health and protection) through bank branches.
• Relationship Management - Maintain strong ties between the bank and insurance company, engage key stakeholders for referrals, and keep bank staff updated on products and sales skills.
• Training & Support - Train and support bank staff on insurance products, underwriting follow-up, and sales techniques, while organizing events and campaigns to raise product awareness
• Compliance & Documentation - Ensure all sales processes and documentation comply with regulatory guidelines
• Performance Monitoring & Reporting - Monitor sales performance across branches, collaborate with stakeholders on strategy, analyze market trends, and prepare reports on sales results and growth opportunities for management
• Customer Service & Retention - Support and guide bankers in handling customer queries, claims, renewals, and upselling.

Job Requirements:

• A recognized diploma / degree in any field. Must possess PCE & CEILI qualification.
• Minimum 3-7 years of working experience in Bancassurance/Insurance/Banking Sales.
• Passionate about sales & possess strong commitment to achieve sales target
• A team player; proactive, outgoing, performance driven and flexible to changes
• Strong understanding of life & non-life insurance products.
• Excellent communication, negotiation, and relationship-building skills.
• Leadership ability to train and motivate bank staff.
• Knowledge of regulatory compliance in bancassurance.
• Proficiency in MS Office and CRM tools.
• 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.

Apply now and make a Difference

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 territori...

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