Financial Services Consultant, Jalan Beserah Kuantan Branch MY (SLM)

CIMB; Malaysia; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading financial institution in Malaysia is seeking a Financial Services Consultant to sell Bancassurance life insurance products. The candidate will provide professional financial advice, ensure customer satisfaction, and manage sales activities. Responsibilities also include following up on leads and acquiring market knowledge. Achieving sales targets is critical for success in this role. A strong commitment to customer service and sales performance is essential.

Responsibilities

• Promote and sell Bancassurance life insurance products.
• Provide professional advice on financial products.
• Ensure customer satisfaction and provide after sales service.
• Plan and implement sales activities for Bancassurance products.
• Act on all leads and follow up activities.
• Acquire knowledge of Bancassurance products.
• Achieve individual and branch sales targets.

Job description

JOB DESCRIPTION FINANCIAL SERVICES CONSULTANT

• To promote and professionally sell a wide range of Bancassurance life insurance products to the Bank’s existing and potential customers.
• To provide professional advice and on appropriate financial products based on customer need.
• To ensure customer satisfaction and provide excellent after sales service.
• To plan and implement sales activities related to Bancassurance products.
• To act promptly on all leads and follow up activities.
• To acquire good knowledge of Bancassurance products in the market.
• To achieve individual sales target and contribute towards the achievement of the branch target.