Bancassurance Specialist / Financial Services Consultant

Intellipro Singapore Pte. Ltd.; Selangor; On-site; MYR 30,000 - 60,000; Full time

Benefits offered by this job

Permanent position

Comprehensive training

Attractive incentives

Structured career progression

Job summary

Intellipro Singapore Pte. Ltd. is recruiting Bancassurance Specialists/Financial Services Consultants for nationwide vacancies across Malaysia. Fresh graduates are welcome and comprehensive training is provided to kickstart a rewarding career in banking and financial services.

The role focuses on building client relationships, understanding financial needs, and promoting banking, protection and bancassurance solutions while meeting sales targets and adhering to regulatory requirements.

Qualifications

• Diploma or Bachelor's degree in any discipline.
• Fresh graduates are welcome – comprehensive training will be provided.
• Experience in banking, bancassurance, insurance, financial services, sales or customer service is an added advantage.
• Candidates holding PCE, CEILI and/or TBE licences are highly encouraged to apply.
• Strong communication and interpersonal skills.
• Customer-oriented with a passion for sales and relationship building.
• Self-motivated, proactive and results-driven.
• Comfortable working towards sales and performance targets.

Responsibilities

• Build and develop relationships with new and existing customers.
• Understand customers' financial needs and recommend suitable banking, protection and financial solutions.
• Promote and cross-sell a range of retail banking and bancassurance products.
• Generate new business through referrals, networking and customer engagement activities.
• Deliver excellent customer service and maintain strong long-term customer relationships.
• Achieve individual sales and business performance targets.
• Ensure all sales activities comply with relevant banking policies and regulatory requirements.

Education

Diploma / Bachelor's Degree in any discipline

Job description

Bancassurance Specialist / Financial Services Consultant

Nationwide Vacancies | Permanent Position | Fresh Graduates Welcome | Comprehensive Training Provided

Job Summary

Looking to build a rewarding career in banking and financial services?

We are seeking energetic, customer-focused and sales-driven individuals to join established financial institutions as Bancassurance Specialists / Financial Services Consultants, with vacancies available nationwide across Malaysia.

Whether you are an experienced banking professional or a fresh graduate looking to start your career, this opportunity offers comprehensive training, attractive earning potential and long-term career progression within the banking industry.

Key Responsibilities

• Build and develop relationships with new and existing customers.
• Understand customers' financial needs and recommend suitable banking, protection and financial solutions.
• Promote and cross-sell a range of retail banking and bancassurance products.
• Generate new business through referrals, networking and customer engagement activities.
• Deliver excellent customer service and maintain strong long-term customer relationships.
• Achieve individual sales and business performance targets.
• Ensure all sales activities comply with relevant banking policies and regulatory requirements.

Requirements

• Diploma / Bachelor's Degree in any discipline.
• Fresh graduates are encouraged to apply – comprehensive training will be provided.
• Experience in banking, bancassurance, insurance, financial services, sales or customer service is an added advantage.
• Candidates holding PCE, CEILI and/or TBE licences are highly encouraged to apply.
• Strong communication and interpersonal skills.
• Customer-oriented with a passion for sales and relationship building.
• Self-motivated, proactive and results-driven.
• Comfortable working towards sales and performance targets.

Why Join?

• Permanent position directly employed by established financial institutions
• Fresh graduates welcome – comprehensive training provided
• Attractive remuneration and performance-based incentives
• Structured career progression within banking and financial services
• Opportunity to develop a long-term career with established financial institutions

Ready to build your career in banking?

Only shortlisted candidates will be notified.