Bancassurance Specialist

AmBank Group; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Job summary

AmBank Group is seeking a Bancassurance Specialist to drive insurance and takaful sales through the bank’s channels in WP Kuala Lumpur. The role involves engaging customers to assess protection and investment needs, and delivering bancassurance solutions.

You will prepare proposals, assist with applications and documentation, and ensure accurate data entry in line with regulatory standards. Collaboration with branch staff and product teams is essential to achieve sales targets and support

Qualifications

• Strong sales and customer relationship skills; ability to identify needs, present solutions, and close bancassurance deals.
• Knowledge of insurance, takaful, and banking products; basic understanding of investment-linked and protection plans.
• Clear communication and interpersonal skills to explain financial concepts and build trust.
• Attention to detail and accuracy in handling documentation and data entry.
• Ability to work in a fast-paced branch environment and meet targets.

Responsibilities

• Drive insurance and takaful product sales through bank’s customer channels.
• Engage individual and corporate customers to assess protection and investment needs.
• Prepare proposals, assist with applications and documentation, and ensure regulatory compliance.
• Collaborate with branch staff and product teams to achieve sales targets and support campaigns.

Skills

Sales & relationships

Insurance & banking products

Communication skills

Attention to detail

Team collaboration

Languages: English & BM

Education

Finance/Business/Economics background

Job description

Company Description

AmBank Group is a leading financial services group in Malaysia with over 40 years of experience supporting the country’s economic growth. The Group serves more than three million individual and corporate customers through a comprehensive range of services, including wholesale, business, retail, and investment banking. Its offerings also cover Islamic banking, general and life insurance, family takaful, stockbroking, futures broking, and investment advisory across multiple asset classes. AmBank Group employs over 9,000 people and is committed to developing talent within a dynamic, regulated environment. AmBank is a member of Perbadanan Insurans Deposit Malaysia (PIDM), reflecting its commitment to financial stability and customer protection.

Role Description

The Bancassurance Specialist is a full-time, on-site role based in WP Kuala Lumpur, responsible for driving insurance and takaful product sales through the bank’s customer channels. The role involves engaging individual and corporate customers to understand their protection and investment needs, recommending suitable bancassurance solutions, and supporting product cross-selling efforts. Daily tasks include conducting customer consultations, preparing proposals, assisting with applications and documentation, and ensuring accurate data entry in line with regulatory and internal standards. The Bancassurance Specialist collaborates with branch staff and product teams to achieve sales targets, deliver high-quality service, and support campaigns and promotional activities. The role also includes staying updated on product features, regulatory requirements, and market trends, and participating in training and performance reviews.

Qualifications

• Strong sales and customer relationship skills, with the ability to identify needs, present solutions, and close bancassurance deals.
• Knowledge of insurance, takaful, and banking products, including basic understanding of investment-linked and protection plans.
• Good communication and interpersonal skills, with the ability to explain financial concepts clearly and build trust with diverse customers.
• Attention to detail and accuracy in handling documentation, compliance requirements, and data entry.
• Ability to work in a fast-paced branch environment, collaborate with colleagues, and meet individual and team performance targets.
• Relevant academic background in finance, business, economics, or related fields; professional insurance or financial certifications are an advantage.
• Previous experience in bancassurance, banking, insurance sales, or financial services is preferred.
• Fluency in English and Bahasa Malaysia; additional language skills are an added benefit.