Bancassurance Sales & Advisory Specialist

Alliance Bank Malaysia Berhad; Kuala Lumpur; On-site; MYR 60,000 - 100,000; Full time

Job summary

Alliance Bank Malaysia Berhad is seeking a Customer Engagement & Sales professional to proactively engage with bank customers, identify life insurance and financial protection needs, and promote suitable products. You will conduct financial needs analysis and aim to achieve individual KPIs while generating referrals from branch walk-ins and leads.

Role involves cross-selling insurance solutions, building strong relationships with branch staff and customers, and providing after-sales service and

Qualifications

• Insurance product knowledge.
• Financial needs analysis and advisory skills.
• Sales and negotiation techniques.
• Regulatory and compliance understanding.
• Customer-centric mindset.
• Strong communication and interpersonal skills.
• Results-oriented and self-motivated.
• Team collaboration and relationship building.
• Integrity and professionalism.

Responsibilities

• Proactively engage with bank customers to identify insurance and financial protection needs.
• Promote life insurance and savings/investment-linked solutions.
• Conduct financial needs analysis and recommend products.
• Achieve individual sales targets and KPIs.
• Generate referrals and develop opportunities from branch walk-ins and bank leads.
• Cross-sell and up-sell insurance solutions; maintain relationships with customers and staff.
• Ensure compliance with regulatory requirements and bank policies.
• Provide after-sales service and policy review support.
• Follow up on customer enquiries, quotations, and policy applications.

Skills

Insurance product knowledge

Financial needs analysis

Sales and negotiation techniques

Regulatory compliance understanding

Customer-centric mindset

Strong communication

Results-oriented

Team collaboration

Integrity and professionalism

Job description

Alliance Bank Malaysia Berhad is seeking a Customer Engagement & Sales professional to proactively engage with bank customers, identify life insurance and financial protection needs, and promote suitable products. You will conduct financial needs analysis and aim to achieve individual KPIs while generating referrals from branch walk-ins and leads.

Role involves cross-selling insurance solutions, building strong relationships with branch staff and customers, and providing after-sales service and