Branch Sales Executive (JB Branch)

Zurich Insurance Company Ltd.; Kuala Lumpur; On-site; MYR 50,000 - 80,000; Full time

Job summary

Zurich Malaysia seeks a Branch Sales Executive (JB Branch) to drive branch and agency sales, recruitment, and activation. You will partner with Agency Leaders to translate campaigns into measurable branch actions and monitor performance against KPIs.

In this role you will conduct field visits, coach agents, and support business development, with a strong focus on compliance and takaful requirements. A results-driven mindset and stakeholder collaboration are essential.

Qualifications

• Agency interfaces with proficiency level 1.
• Knowledge of product line with proficiency level 1.
• Sales proposals and presentations proficiency level 1.
• Understanding customer needs proficiency level 1.
• Customer centricity proficiency level 1.
• Business development proficiency level 1.
• Effective communication proficiency level 1.

Responsibilities

• Own the branch/agency sales targets and track KPIs monthly, quarterly and annually.
• Conduct regular business reviews with Agency Leaders on production, recruitment and challenges.
• Drive recruitment and activation of agents; monitor progress and intervene when needed.
• Analyse agent performance and coordinate coaching, training and clinics.
• Identify growth opportunities and support prospecting, referrals and sales efforts.
• Translate campaigns into branch initiatives and track execution and results.
• Conduct regular agency visits and field activities; provide hands-on support.
• Maintain performance trackers and escalate issues early.
• Ensure activities comply with company policies and regulatory/takaful requirements.

Skills

Agency Interface

Product Knowledge

Sales Proposals

Understanding Customer Needs

Customer Centricity

Business Development

Effective Communication

Job description

Branch Sales Executive (JB Branch)

Purpose:

To support business growth and agency performance through active field engagement, recruitment and activation support, sales activity execution, performance tracking and timely follow-up. The Branch Sales Executive works closely with BSM/RSM and Agency Leaders to ensure agreed business plans and initiatives are executed effectively and translated into measurable sales and manpower outcomes.

Key Accountabilities:

1. Branch / Agency Sales Performance

To own the branch/agency sales targets and drive achievement against monthly, quarterly and annual KPIs.Monitor production by agency, leader and agent and identify underperformance promptly. Develop specific recovery/action plans for agencies and teams that are behind target. Track progress against agreed action plans until results are delivered.

Act as the key business partner to assigned Agency Leaders. Conduct regular business reviews covering production, recruitment, active agents, productivity, pipeline and challenges. Understand each agency's business model and develop customised action plans. Challenge Agency Leaders where performance or execution is below expectation.

3. Recruitment & Activation

Drive recruitment activities with agency leaders and ensure recruitment pipeline is continuously developed. Support onboarding and activation of newly recruited agents. Follow through from recruited agent to monitor their progress and intervene proactively when activation is delayed.

4. Productivity & Agent Development

Analyse agent and producer performance to identify productivity gaps. Partner with Agency Leaders to implement targeted interventions, including coaching, product training, sales clinics, business planning and other development programmes. Share effective practices across agencies.

5. Business Development

Identify growth opportunities across assigned agencies and territories. Support agencies to expand their prospecting, referral, recruitment and sales efforts, and develop targeted initiatives to generate additional sales and manpower growth.

6. Campaign / Initiative Execution

Translate company and regional campaigns into actionable branch-level initiatives for assigned agencies. Drive agency participation and follow-through beyond initial communication. Track each activity from execution and submission through issuance, payment and results, where applicable, and assess its contribution to branch business outcomes.

7. Field Management

Conduct regular agency visits and joint field activities. Attend agency meetings, recruitment activities, roadshows, seminars, presentations and business clinics. Provide hands‑on support when an agency needs intervention and translate relevant observations into business actions/initiatives

8. Performance Reporting

Maintain accurate performance trackers for assigned agencies. Provide periodical performance updates, including gaps, action plans and expected outcome. Escalate issues early rather than waiting for month‑end.

9. Compliance & Governance

Ensure agency business activities are conducted in accordance with company policies, regulatory requirements and applicable takaful requirements. Identify business or compliance risks and ensure timely corrective action. Promote a strong compliance and professional business culture across the region.

Functional Skills:

• Agency Interface - Proficiency Level 1
• Knowledge of Product Line - Proficiency Level 1
• Sales Proposals & Presentations - Proficiency Level 1
• Understanding Customer Needs - Proficiency Level 1
• Customer Centricity - Proficiency Level 1
• Business Development - Proficiency Level 1

Cross-Functional Skills:

• Budgeting - Proficiency Level 1
• Customer Service - Proficiency Level 2
• Effective Communication - Proficiency Level 1
• Problem Solving - Proficiency Level 2
• Relationship Management - Proficiency Level 1

You are the heart & soul of Zurich!

At Zurich, we like to think outside the box and challenge the status quo. We take an optimistic approach by focusing on the positives and constantly asking What can go right?

We highly value the experience and know-how of our employees and offer a wide range of opportunities across business areas to encourage you to apply for new opportunities within Zurich when you are ready for your next career step.