Financial Services Consultant, Teluk Panglima Garang Branch MY (SLM)

CIMB Group Holdings Berhad; Selangor; On-site; MYR 40,000 - 60,000; Full time

Job summary

A leading financial institution in Malaysia is seeking a motivated sales professional for Bancassurance products. The role involves promoting life insurance products, providing expert advice to customers, and ensuring excellent after-sales service. Responsibilities include achieving individual sales targets, managing customer relationships, and participating in team activities. Ideal candidates should possess strong communication skills and a background in sales. Join us to contribute to a growing branch in Selangor.

Qualifications

• Experience in Bancassurance or sales roles is preferred.
• Ability to manage and cultivate customer relationships.
• Strong interpersonal and communication skills.

Responsibilities

• Promote and sell Bancassurance products to customers.
• Provide professional advice based on customer needs.
• Achieve individual sales targets and contribute to branch goals.
• Handle customer inquiries and complaints effectively.
• Ensure compliance with company policies and procedures.

Skills

Customer relationship management

Sales target achievement

Product knowledge

Communication skills

Teamwork

Job description

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 appropriate financial products based on customer needs.
• 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.
• To actively market and sell Sunlife products to all customers.
• Actively involved 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 Relationship

• Handles customer inquiries diligently, resolve or elevate the necessary to the relevant parties.

Refer customer to the relevant officer/sales person for other products and services.

• Resolve customer complaints and elevate to the respective parties where necessary.
• Develop and build long‑term business relationships with customers.

People Management

• To encourage and promote teamwork within branch sales team by :
• Providing assistance (e.g. training, knowledge sharing, covering of duties) to sales team members where necessary.
• Identifying and sharing new ideas and approaches for increasing sales and maximising customer experiences.
• Maintaining a conducive and professional working relationship within the sales team.
• To project professional business image at all times through high standards of housekeeping and personal grooming.

Others

• To undertake special assignments ad‑hoc functions as when required.

Compliance

• To comply strictly to CIMB Bank's policies and procedures, including credit control procedures, audit compliance and BNM guidelines.
• To comply with Code of Sales Ethics and Governance.
• To respond to compliance enquiries from vertical line (BM, RD, Head of DC) and horizontal line (Segment Manager and Sales Segment Support Lead).
• 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 time.