Insurance Advisor

Prudential Group; Kuala Lumpur; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading provider of financial solutions in Asia seeks a Sales Manager to motivate and manage bank sales staff at Prudential. The role involves meeting financial targets, providing sales support, and ensuring compliance with regulations. Ideal candidates possess a degree and have experience in sales within the financial services sector. Join Prudential to make a difference and expand your career while enjoying various perks and benefits.

Benefits

Medical

Loans

Dental

Sports (e.g. Gym)

Vision

Festive Eve Leave (2 Days)

On-Boarding Welcome

Qualifications

• At least 3 years sales experience in financial services.
• Knowledge of insurance and banking products.
• Multi-lingual ability is preferred.

Responsibilities

• Manage and motivate bank sales staff to meet APE targets.
• Provide core insurance support and coaching.
• Align with branch managers for branch activities.

Skills

Interpersonal skills

Communication skills

Sales skills

Education

Recognized Degree / Diploma / Certificate

Job description

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• Managing and motivate bank sales staff to meet APE target set for the Financial year
• To provide core insurance support - Joint sales, Coaching, Role play, updates on insurance industry e.g inheritance tax, SST
• Alignment with branch managers to plan and manage branch activities related to direct closure e.g. event, joint sales call and product training.
• Coach bank sales staff to improve their key drivers ie : active ratio, conversion ratio, productivity and product holdings ratio.
• Mentoring bank sales staff to adhere to compliance guidelines, best sales practices and quality servicing.
• Penders Management to achieve channel average conversion ratio.
• Monthly sales planning with Branch Managers on sales forecast, action plans and cross selling.
• Liaise with PDCS/policyholders/business partners to assist in appeals/complaints if needed.
• Monthly business review and visitations with RSM & Business Partners.
• Building rapport with business partners key stakeholders ie SCB RM, BSSM, BM, BOSM, STM.
• Responsible to implement any new distribution model at branch if any.
• Address queries and guide bank sales staff on product features, forms filling and administrative matter.
• Provide support in assisting bank sales staff on their client's policy service enquiry so that bank sales staff is able to communicate effectively with their client.
• Provide support related to items that are pending with PAMB for processing.
• Second level support will be provided by the respective RSM in case the primary support resource is unable to support or is not available due to unforeseen circumstances.
• Monitoring branch bancassurance business persistency and customer service from previous referral channel.

Job Specifications

• Possess a recognized Degree / Diploma / Certificate in any discipline.
• At least 3 years of sales experience in financial services industry.
• Knowledge of insurance, banking and other financial products.
• Excellent interpersonal and communication skills with multi-lingual ability.

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Your application will include the following questions:

What's your expected monthly basic salary? Which of the following types of qualifications do you have? How many years' experience do you have as an Insurance Adviser? Which of the following languages are you fluent in? How many years' experience do you have in the insurance industry? Do you have experience in a sales role? Do you have customer service experience?

A rewarding and fulfilling career awaits you

At Prudential, we believe in making a difference.

Through the power of listening, we strive to build brighter futures, for our customers, for our employees, for our society.

Built upon the values of mutual respect and understanding, we aim to cultivate an environment where our people can flourish in both their professional and personal lives.

As a leading provider of financial solutions in Asia, Prudential offers ample opportunities for you to succeed and expand your career horizons.

A rewarding and fulfilling career awaits you

At Prudential, we believe in making a difference.

Through the power of listening, we strive to build brighter futures, for our customers, for our employees, for our society.

Built upon the values of mutual respect and understanding, we aim to cultivate an environment where our people can flourish in both their professional and personal lives.

As a leading provider of financial solutions in Asia, Prudential offers ample opportunities for you to succeed and expand your career horizons.

Perks and benefits Medical Loans Dental Sports (e.g. Gym) Vision Festive Eve Leave (2 Days), On-Boarding Welcome Re

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