Insurance Product Expert - Bancassurance & Advisory Lead

HSBC; Malacca City; On-site; MYR 80,000 - 120,000; Full time

Job summary

A leading bank in Malaysia is seeking an Insurance Product Expert to enhance customer experience and meet sales targets within Premier segments. This role involves supporting Relationship Managers, conducting portfolio reviews, and providing financial planning advice. Candidates should possess a strong sales background with a minimum of 7 years in bancassurance or life insurance sales within banking. Excellent communication skills and relevant licenses are required. This position prioritizes candidates with immediate work eligibility locally.

Qualifications

• Minimum 7 years of relevant experience in financial services, especially in bancassurance and life insurance sales.
• Ideally have experience within a banking environment.

Responsibilities

• Meet sales target for Bancassurance in Premier customer segments.
• Support Relationship Managers to improve customer satisfaction.
• Assist customers with after-sales needs including claims and policy changes.

Skills

Result-driven mindset

Excellent communication skills

People skills

Education

SPM qualification with 5 credits

PCE, CEILI, and TBE licenses

Job description

A leading bank in Malaysia is seeking an Insurance Product Expert to enhance customer experience and meet sales targets within Premier segments. This role involves supporting Relationship Managers, conducting portfolio reviews, and providing financial planning advice. Candidates should possess a strong sales background with a minimum of 7 years in bancassurance or life insurance sales within banking. Excellent communication skills and relevant licenses are required. This position prioritizes candidates with immediate work eligibility locally.