Financial Executive Fresh Graduate

Intellipro Singapore Pte. Ltd.; Kuala Lumpur; On-site; MYR 60,000 - 100,000; Full time

Job summary

Intellipro Singapore Pte. Ltd. is seeking a driven Financial Executive (Bancassurance) to grow bancassurance business through our bank branch network.

The role focuses on acquiring new customers, developing relationships, promoting insurance solutions, and providing ongoing policy servicing. Open to high-potential fresh graduates and junior talents with a strong willingness to learn.

Qualifications

• Fresh graduates and junior entry talents are welcome.
• University degree is valued OR SPM with at least 5 passes.
• Strong willingness to learn and develop professionally.

Responsibilities

• Drive sales and marketing of Bancassurance products through the bank's branch network.
• Identify and convert prospects into customers using sales strategies and business development.
• Build relationships with bank customers and offer suitable insurance solutions.
• Cross-sell and upsell insurance products to customers.
• Participate in sales campaigns, branch events, and marketing activities to generate opportunities.
• Provide after-sales service including policy servicing and customer requests.
• Maintain long-term relationships to foster retention and referrals.

Education

University degree valued

SPM with minimum of 5 passes

Job description

We are looking for a driven and customer-focused Financial Executive (Bancassurance) to support the growth of bancassurance business through our extensive banking branch network. The role focuses on acquiring new customers, developing relationships, promoting insurance solutions, and providing continuous policy servicing.

Key responsibilities

Drive the sales and marketing of Bancassurance products through the bank's extensive branch network.

Identify and convert potential prospects into new customers through effective sales strategies, referrals, and business development activities.

Build strong relationships with bank customers and provide suitable insurance solutions based on their financial needs.

Conduct cross-selling and upselling of relevant insurance products to existing and prospective customers.

Participate in sales campaigns, branch activities, and marketing events to generate new business opportunities.

Provide professional after-sales service, including policy servicing, premium payments, plan changes, policy top-ups, trustee appointments, and other customer requests.

Maintain strong relationships with customers to encourage customer retention, referrals, and long-term business growth.

Requirements

Open to high-potential fresh graduates and junior entry talents.

University degree is valued, OR SPM holders with a minimum of 5 passes.

Strong willingness to learn and develop professionally.