FA Business Support

Great Eastern Life; Kuala Lumpur; On-site; MYR 48,000 - 72,000; Full time

Job summary

Great Eastern Life is seeking a Business Support professional to facilitate pre- and post-sales operations for Financial Advisors and Brokers. This role requires effective coordination, compliance with regulations, and proactive engagement with industry trends. We are looking for candidates with relevant degrees and a minimum of two years experience in financial services. This permanent position promises growth opportunities in a customer-centered environment.

Qualifications

• At least 2 years of experience in financial services, preferably in Sales Training, Business Development, or Sales Support.
• High integrity, accountability, and a positive attitude towards teamwork.
• Alignment with the organization's core values through expected behaviors.

Responsibilities

• Handle pre-sales New Business and post-sales inquiries on Customer Service, Life Claims, and Health Claims.
• Manage inquiries related to FAs and Brokers administration.
• Update sales productivity and conduct training sessions on products.

Skills

Interpersonal skills

Presentation skills

Planning

Execution capabilities

Proactivity

Adaptability

Education

Degree in business, finance, statistics, economics

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 our honest and transparent customer relationships to our proactive approach in delivering the best insurance solutions.

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

If you seek a dynamic career with growth 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 help achieve business targets.

The Role:

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

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 capabilities.
• Alignment with the organization’s core values through expected behaviors.
• High integrity, accountability, and a positive attitude towards 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 customer-centricity. Our legacy extends beyond products to our culture, guided by core values of Integrity, Initiative, and Involvement. We foster an inclusive environment, encouraging innovation and sustainable practices, including our commitment to the UN Principles of Sustainable Insurance since 2018.

Note to Recruitment Agencies: We do not accept unsolicited resumes. Please refrain from sending resumes via email or directly to employees. We are not responsible for any fees related to unsolicited resumes.