Insurance Advisor

Prudential Assurance Malaysia Berhad; Selangor; On-site; MYR 60,000 - 80,000; Full time

Job summary

A leading insurance company seeks a motivated Sales Manager in Selangor to oversee bank sales staff and achieve sales targets. The role involves coaching, planning sales activities, and ensuring compliance within the branch. Ideal candidates will have a degree and extensive sales experience in the financial services, combined with strong interpersonal and communication skills.

Qualifications

• At least 3 years of sales experience in the financial services industry.
• Knowledge of insurance, banking, and other financial products.

Responsibilities

• Deliver SCB Direct Closure channel APE sales target.
• Coach bank sales staff to improve performance.
• Align with branch managers for sales activities.

Skills

Interpersonal Skills

Communication Skills

Multi-lingual Ability

Education

Degree, Diploma, or Certificate

Job description

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

Principal Duties & Responsibilities

• Responsible for delivering SCB Direct Closure (DC) channel APE sales target.
• Manage and motivate bank sales staff to meet the APE target set for the financial year.
• Provide core insurance support and conduct joint sales activities.
• Coach and role-play with sales staff to enhance their skills.
• Stay updated on insurance industry topics such as Inheritance Tax and SST.
• Align with branch managers to plan and manage branch activities related to direct closure, including events, joint sales calls, and product training.
• Coach bank sales staff to improve key drivers like active ratio, conversion ratio, productivity, and product holdings ratio.
• Mentor staff to adhere to compliance guidelines, best sales practices, and quality service standards.
• Manage Penders to achieve the channel's average conversion ratio.
• Conduct monthly sales planning with Branch Managers, including sales forecasts, action plans, and cross-selling strategies.
• Liaise with PDCS, policyholders, and business partners to assist with appeals and complaints if necessary.
• Participate in monthly business reviews and visitations with RSM and Business Partners.
• Build rapport with key stakeholders such as SCB RM, BSSM, BM, BOSM, and STM.
• Implement new distribution models at branches as required.
• Address queries and guide bank sales staff on product features, forms, and administrative matters.
• Support bank sales staff in handling client policy service inquiries to ensure effective communication.
• Assist with items pending with PAMB for processing.
• Provide second-level support through the respective RSM when the primary support is unavailable.
• Monitor branch bancassurance business persistency and customer service from previous referral channels.

Job Specification

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

Prudential is an equal opportunity employer. We provide equal benefits for all applicants and employees, regardless of sex, race, age, ethnicity, education, social and cultural background, marital status, pregnancy, maternity, religion, disability, part-time or fixed-term employment, or any other legally protected status. We encourage similar standards from our recruitment and third-party suppliers, considering the context of grade, job, and location. Reasonable adjustments are available to support individuals with physical or mental health requirements.