Financial Services Consultant

CIMB; Malaysia; On-site; MYR 40,000 - 60,000; Full time

Job summary

A leading Malaysian bank is seeking a Sales Planning professional to promote and sell Bancassurance life insurance products. The ideal candidate will provide expert advice based on customer needs, maintain strong customer relations, and manage sales activities effectively. Responsibilities include ensuring customer satisfaction, managing inquiries, and achieving sales targets. This full-time position is based in Johor, Malaysia, within a vibrant team environment.

Qualifications

• Proven ability to promote and sell financial products effectively.
• Strong customer relations skills are essential.
• Ability to manage customer inquiries and complaints.

Responsibilities

• Promote Bancassurance products to existing and potential customers.
• Ensure customer satisfaction and provide excellent after-sales service.
• Plan and implement sales activities related to Bancassurance.
• Handle customer inquiries and complaints diligently.

Skills

Sales skills

Customer service

Product knowledge

Communication skills

Job description

Malaysia

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Job Description

Sales Planning

• 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.
• Manage sales pipeline by participating in sales management routines.
• Keeping abreast with accurate and updated information on products, services etc.
• Participate in CPD activities to increase knowledge and skills.
• Update branch managers on status of activities and any issues when necessary.

Sales Execution

• To actively market and sell Sunlife products to all customers.
• Actively involve in cross-product sales activities to ensure optimal customer reach, product exposure and effective operations that optimize delivery to customer.
• Ensuring successfullness of all relevant sales campaign.

Customer Relations

• Handles customer inquiries diligently, resolve or escalates the necessary to the relevant parties.
• Refer customer to the relevant officer or salesperson for other products and services.
• Resolve customer complaints and elevate to the respective parties where necessary.
• Develop and build long term business relationship with customers.

Compliance

• To ensure the completeness and accurateness of customer's documents and information for sales execution and submission.
• To perform housekeeping on business documentation efficiently. Avoid exposure and exercise caution on all confidential information.
• To submit the necessary to the relevant parties and follow-up on timely manner.
• To strictly comply to the CIMB Bank's policies and procedures, including credit control procedures, audit compliance, BNM Guidelines etc.
• To comply with sales code of ethics and governance.
• To respond to compliance enquiries both from vertical and horizontals as well as audit etc.

People Management

• To promote and encourage teamwork by providing assistance to colleagues, branch lead generators, supervisors etc.
• Sharing knowledge and new ideas to the team.
• Maintaining conducive and professional working relationship with team and customers.
• To project a professional business image at all times through high standards of housekeeping and personal grooming.

Job Info

• Job Identification 33642
• Job Category Sales
• Posting Date 01/22/2026, 01:04 AM
• Apply Before 04/30/2026, 01:04 AM
• Job Schedule Full time
• Locations Ground Floor, Unit No 5, Johor Bharu, Johor Darul Ta'zim, 80250, MY