Bancassurance Sales, Analyst

AIA; Johor Bahru; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading financial services provider in Johor Bahru is looking for a sales leader to drive Bancassurance's sales strategy. The ideal candidate will coach a team and ensure compliance with standards while achieving sales targets. A degree in any discipline and a minimum of 3 years' experience in Financial Services or Bancassurance are essential. Good communication skills are a must, and proficiency in Mandarin is a plus. Join us in making a positive impact in the community.

Qualifications

• 3 years of relevant experience in Bancassurance or Financial Services.
• Experience in banking and/or insurance industry is an added advantage.
• Hold PCE certification.

Responsibilities

• Drive Bancassurance sales for assigned region.
• Coach a team of Financial Executives and conduct product training.
• Ensure compliance with company and regulatory standards.
• Track performance and resolve issues.
• Conduct quarterly meetings with SMEs to discuss performance.

Skills

Good interpersonal skills

Relationship management

Communication skills in English

Ability to converse in Mandarin

Education

Degree holder in any discipline

Job description

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose‑led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives.

So if you believe in inspiring a better future, read on.

About the Role

Drive Bancassurance's sales for the assigned region by coaching a team of Financial Executives, conducting product training, supporting promotional events, and ensuring compliance with company and regulatory standards. Track performance, resolve issues, and foster a collaborative team environment to achieve sales targets.

• Ensure to achieve Sales Target (breakdown by product), e.g. Regular Premium, Single Premium, SME EB & Others.
• Co‑organise and support on branch sales by meeting specific min. no. of activities per month.
• Provide servicing support to bank partner and/or customer.
• Conduct training and sales coaching, such as conduct scheduled Rookie FE, Conduct coaching session, Conduct scheduled FE(B) coaching session, and Conduct monthly engagement & reinforcement with FE(UT).
• In charge of region overall Consumer, Commercial Credit Life and HPDTA performance, by: Prepare monthly report for Regional Manager for discussion on performance and action plans to assist to achieve target, Update and discuss with regional head and team members on the specific product performance and action plans to be implemented for the region and follow through by team members, and Conduct quarterly meeting with SMEs to update latest on products, campaigns, claims and address issues raised.
• Be in charge of overall region’s Takaful product performance, product training, processes and outstanding matters.
• Contribute, assist and back up regional head to participate in FEs monthly sales review meetings.

Job Requirements

• Education – Degree holder in any discipline with strong related working experience in Bancassurance or Financial Services.
• Experience – Preferably 3 years’ relevant experience. Added advantage for those working in banking and/or insurance industry.
• Certifications/Licensing – PCE.
• Skills – Good interpersonal and relationship management skills.
• Communication Requirements - Good verbal, written and presentation skills in English. Ability to converse in Mandarin will be an added advantage due to the need to meet the specific group of target customers.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up‑to‑date.