FA Business Support

Great Eastern; Kuala Lumpur; On-site; MYR 60,000 - 80,000; Full time

Job summary

A leading insurance company in Kuala Lumpur is looking for a Business Support professional to provide pre and post-sales assistance to Financial Advisors and Brokers. This role requires at least 2 years of experience in financial services, strong interpersonal skills, and a relevant degree. The ideal candidate should demonstrate integrity, take initiative, and be adaptable to changes. Join us to help enhance customer relationships and achieve business targets in a collaborative environment.

Qualifications

• Minimum 2 years working experience in financial services, preferably in Sales Training or Business Support.
• Demonstrates alignment with core values of integrity, accountability, and teamwork.
• Takes initiative to improve situations and adapts to changes.

Responsibilities

• Provide pre & post-sales support to Financial Advisor Representatives or Brokers.
• Handle enquiries related to Financial Advisors and Brokers administration.
• Conduct system & product related training.

Skills

Interpersonal skills

Presentation skills

Planning and execution skills

Initiative

Education

Relevant degree in business, finance, statistics, or economics

Job description

As a LIFE company, our customers are at the heart of all that we do. Being one of Asia’s leading insurer for over a century, we have built a long-lasting legacy of trust with our customers over many generations. At the foundation of this trust is Integrity, Initiative, and Involvement – from the way we treat every customer relationship with honesty and transparency, to our proactive approach of delivering the best possible solutions in both life and general insurance.

Integrity, Initiative, and Involvement is what guides us. It is what makes us do the right thing, take the lead, and choose ‘we’ over ‘me’. Our mission is to make life great for our customers because we understand what matters most to them, and we know how to help them protect it.

If you are looking to grow in an exciting career filled with opportunities and potential, we are seeking a professional to join our team asBusiness Support.This position is to provide effective pre & post-sales support to Financial Advisor Representative or Broker in support of achieving business target.

The Role:

• Follow-through pre-sales New Business and post-sales enquiries on Customer Service, Life Claims, Health claims until case closure.
• Coordinate new Financial Advisors (FAs) and Brokers application processing.
• Handle enquires on FAs and Brokers administration related matters that include but not limited to resignation, policy transfer, replacement of policy, commission statement, system access etc.
• Follow-up on FA Portal enhancement & on-going update such as regulatory info, circulars, product write-up, FAQ, sample policy contracts etc.
• Construct system enhancement to automate periodical reporting.
• Perform UAT on new product information in sales platform prior to product launch.
• Periodical update of sales productivity & sponsorship qualification.
• Conduct system & product related training.
• Take accountability in considering business and regulatory compliance risks and takes appropriate steps to mitigate the risks
• Maintain awareness of industry trends on regulatory compliance, emerging threats and technologies in order to understand the risk and better safeguard the company.
• Highlight any potential concerns /risks and proactively shares best risk management practices
• Other responsibilities entailed

The Person:

• Any relevant degree qualification in business, finance, statistic, economic or related discipline.
• Minimum 2 year working experience in financial services preferably in the area of Sales Training, Business Development or Sales Support.
• Good interpersonal skill and presentation skill.
• Strong planning and execution skill.
• Demonstrates alignment with the organisation’s core values through expected behaviours
• High level of integrity, takes accountability of work and good attitude over teamwork
• Takes initiative to improve current state of things and adaptable to embrace new changes

Great Eastern Malaysia is committed to Equal Employment Opportunity, and all qualified applicants shall receive a fair and equal consideration for employment.

Entity:

Great Eastern Life Malaysia

Employment Type:

Permanent

About Great Eastern

Established in 1908, Great Eastern places customers at the heart of everything we do. Our legacy extends beyond our products and services to our culture, which is defined by our core values and how we work. As champions of Integrity, Initiative and Involvement, our core values act as a compass, guiding and inspiring us to embrace the behaviours associated with each value, upholding our promise to our customers - to continue doing our best for them in a sustainable manner.

We work collaboratively with our stakeholders to look for candidates who exhibit or have the potential to embrace our core values and associated behaviours, as these are the key traits that we expect from our employees as they develop their careers with us.

We embrace inclusivity, giving all employees an equal opportunity to shine and play their role in exploring possibilities to deliver innovative insurance solutions.

Since 2018, Great Eastern has been a signatory to the United Nations (UN) Principles of Sustainable Insurance. Our sustainability approach around environmental, social, and governance (ESG) considerations play a key role in every business decision we make. We are committed to being a sustainability-driven company to achieve a low-carbon economy by managing the environmental footprint of our operations and incorporating ESG considerations in our investment portfolios; improving people’s lives by actively helping customers live healthier, better and longer; and drive responsible business practices through material ESG risk management.