Bancassurance Sales & Financial Protection Advisor

Alliance Bank Malaysia Berhad; Kuala Lumpur; On-site; MYR 32,000 - 52,000; Full time

Job summary

Alliance Bank Malaysia Berhad is seeking a Bancassurance Advisor to proactively engage with bank customers, identify insurance and financial protection needs, and promote life insurance and investment-linked solutions. You will conduct financial needs analyses and aim to achieve sales targets while generating referrals from branch walks-ins and leads.

The role emphasizes proactive customer engagement, solution recommendations, and performance against KPIs within the bank's bancassurance

Responsibilities

• Engage with bank customers to identify needs for life insurance and investment products.
• Conduct financial needs analysis (FNA) and recommend suitable solutions.
• Achieve individual sales targets and KPIs; generate referrals from branch walk-in customers and bank leads.

Job description

Alliance Bank Malaysia Berhad is seeking a Bancassurance Advisor to proactively engage with bank customers, identify insurance and financial protection needs, and promote life insurance and investment-linked solutions. You will conduct financial needs analyses and aim to achieve sales targets while generating referrals from branch walks-ins and leads.

The role emphasizes proactive customer engagement, solution recommendations, and performance against KPIs within the bank's bancassurance