FA Business Support

Great Eastern Life; Kuala Lumpur; On-site; MYR 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Business Support professional to enhance pre- and post-sales processes for Financial Advisors. This role is pivotal in ensuring seamless operations by managing inquiries, coordinating application processes, and conducting training sessions. With a commitment to integrity and customer service, the company fosters a culture of teamwork and continuous improvement. Join a forward-thinking organization that values your contributions and offers a dynamic work environment where you can thrive and make a significant impact. If you are proactive and passionate about supporting financial services, this opportunity is for you.

Qualifications

• At least 2 years of experience in financial services, preferably in Sales Training or Support.
• Relevant degree in business, finance, statistics, or related fields.

Responsibilities

• Provide pre- and post-sales support to Financial Advisor Representatives.
• Coordinate application processing for new Financial Advisors and Brokers.
• Conduct training sessions on systems and products.

Skills

Interpersonal Skills

Presentation Skills

Planning and Execution

Process Improvement

Education

Degree in Business

Degree in Finance

Degree in Economics

Degree in Statistics

Job description

Job Description - FA Business Support (230000JP)

FA Business Support

Job Number:

230000JP

Discover the GREAT in your career.

As a LIFE company, our customers are at the heart of all that we do. Being one of Asia’s leading insurers for over a century, we have built a long-lasting legacy of trust with our customers across generations. The foundation of this trust is Integrity, Initiative, and Involvement—from honest and transparent customer relationships to proactive delivery of the best solutions in life and general insurance.

Integrity, Initiative, and Involvement guide us. They drive us to do the right thing, take the lead, and prioritize 'we' over 'me'. Our mission is to make life great for our customers by understanding their needs and helping them protect what matters most.

If you seek an exciting career filled with opportunities, we invite you to join us as Business Support. This role involves providing effective pre- and post-sales support to Financial Advisor Representatives or Brokers to achieve business targets.

The Role:

• Follow through on pre-sales New Business and post-sales enquiries regarding Customer Service, Life Claims, Health Claims until case closure.
• Coordinate application processing for new Financial Advisors (FAs) and Brokers.
• Handle enquiries related to FAs and Brokers administration, including resignation, policy transfer, policy replacement, commission statements, system access, etc.
• Update FA Portal with regulatory info, circulars, product write-ups, FAQs, sample policy contracts, etc.
• Develop system enhancements to automate periodic reporting.
• Perform User Acceptance Testing (UAT) on new product information in sales platforms before product launches.
• Periodically update sales productivity data and sponsorship qualifications.
• Conduct system and product-related training sessions.
• Ensure compliance with business and regulatory requirements, taking steps to mitigate risks.
• Stay informed about industry trends, regulatory changes, emerging threats, and technological advancements to better safeguard the company.
• Identify potential risks and share best practices for risk management.
• Perform other responsibilities as required.

The Person:

• Relevant degree in business, finance, statistics, economics, or related fields.
• At least 2 years of experience in financial services, preferably in Sales Training, Business Development, or Sales Support.
• Excellent interpersonal and presentation skills.
• Strong planning and execution abilities.
• Alignment with the organization’s core values demonstrated through expected behaviors.
• High integrity, accountability, and a positive attitude toward teamwork.
• Proactive in improving processes and adaptable to change.

Great Eastern Malaysia is committed to Equal Employment Opportunity. All qualified applicants will receive fair consideration for employment.

Entity: Great Eastern Life Malaysia

Employment Type: Permanent

About Great Eastern:

Founded in 1908, Great Eastern prioritizes customers in all we do. Our legacy extends beyond products to our culture, driven by our core values of Integrity, Initiative, and Involvement. These values guide our behaviors and uphold our promise to serve customers sustainably.

We seek candidates who embody our core values and foster an inclusive environment where everyone can excel. Since 2018, we have been a signatory to the UN Principles of Sustainable Insurance, integrating ESG considerations into our business decisions to promote sustainability, health, and responsible practices.

Note to Recruitment Agencies: We do not accept unsolicited resumes. Please do not send resumes via email or to employees. We are not responsible for fees related to unsolicited submissions.