Bancassurance Sales, Specialist

AIA Hong Kong; Kuantan; On-site; MYR 60,000 - 80,000; Full time

Job summary

A leading insurance company in Malaysia is seeking a Banca F2F Sales professional responsible for driving sales and building relationships within the East Coast Region. This role involves training sales staff, achieving sales targets, and ensuring customer satisfaction. Ideal candidates will have a degree in a related field and a minimum of 5 years of marketing experience, preferably in the financial sector. Strong communication skills in English and Bahasa Malaysia are required.

Qualifications

• Minimum of 5 years of relevant working experience in marketing, preferably in the financial services or insurance industry.
• Excellent command of English and Bahasa Malaysia, both written and oral.

Responsibilities

• Responsible for Banca F2F Sales in East Coast Region.
• Build and maintain relationships with partner bank’s branch managers.
• Provide exceptional support to ensure customer satisfaction and retention.
• Conduct training and coaching sessions.

Skills

Strong presentation and interpersonal skills

Proficient in Microsoft Office applications

Excellent analytical and problem-solving skills

Ability to conduct training and coaching sessions

Education

Degree in Business Administration, Actuarial Science, Marketing, or related field

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

Responsible for Banca F2F Sales in East Coast Region, i.e. Single Premium and Regular Premium marketing to partner banks. To coach and support the sales staff as well as branch network.

Job Responsibilities

Sales Target Breakdown by Product

• Credit Life
• Regular Premium
• SME EB & Others
• Drive FE banca productivity, FE UT penetration rate, and Vitality attachment in the region.

Relationship Management

• Build and maintain relationships with partner bank’s branch managers.
• Continuously review Bancassurance performance and develop strategies to achieve branch targets.

Servicing Support

• Provide exceptional support to ensure customer satisfaction and retention.
• Address and resolve any service-related issues promptly and effectively.

Conduct Training and Sales Coaching

• Conduct training and coaching sessions:
  • Scheduled Rookie FE coaching and training sessions.
  • Monthly engagement and reinforcement with FE(UT).
  • Regular coaching and joint field work with FE(B), FE-UT, and new IS.

Performance Management

• Oversee region’s overall Consumer, Commercial Credit Life HPDTA, and SME performance.
• Prepare monthly reports for Branch Managers to discuss performance and action plans.
• Conduct quarterly meetings with SMEs to update on products, campaigns, claims, and address issues.
• Ensure branch product champions refer EB appointments and attend appointments with corporate clients to present SME EB.

Reporting and Review

• Assist Regional Head in preparing daily and weekly reports.
• Conduct Sales Review meetings.

Personal Development

• Engage in continuous learning and professional development activities.

Job Requirements

Educational Background

• Degree in Business Administration, Actuarial Science, Marketing, or a related field.

Experience

• Minimum of 5 years of relevant working experience in marketing, preferably within the financial services or insurance industry.
• Proven track record in achieving sales targets and driving productivity.

Language Skills

• Excellent command of English and Bahasa Malaysia, both written and oral.

Skills and Competencies

• Strong presentation and interpersonal skills, with the ability to build and maintain relationships with partner banks and internal teams.
• Proficient in Microsoft Office applications (Word, Excel, PowerPoint).
• Excellent analytical and problem-solving skills to monitor progress against targets and develop effective strategies.
• Ability to conduct training and coaching sessions, with experience in mentoring sales staff.
• Strong organizational skills to manage multiple responsibilities, including reporting, performance management, and servicing support.

Personal Attributes

• Self-motivated and results-oriented, with a proactive approach to achieving goals.
• Strong leadership qualities, with the ability to inspire and motivate a team.
• Adaptable and flexible, with the ability to thrive in a fast-paced environment.

#LI-DNI

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.