Insurance Product Expert (Banking/Bancassurance)

BGC Group; Kuala Lumpur; On-site; MYR 67,000 - 100,000; Full time

Job summary

BGC Group in Malaysia is hiring an experienced Bancassurance Sales Manager to drive sales targets within Premier and Premier Elite segments across multiple locations (KL, Selangor, Johor, Sarawak, Malacca, Perak, Penang). You will support Relationship Managers in insurance sales and customer acquisition opportunities.

This role involves reviewing client portfolios, recommending appropriate insurance solutions, coaching RMs on products and sales techniques, and coordinating customer engagement

Qualifications

• Must hold PCE, CEILI and TBE licences.
• Minimum education: SPM holder with 5 credits.
• Minimum 5 years of relevant financial services experience.
• Strong bancassurance / life insurance sales background.
• Banking experience preferred, particularly Premier / Priority / Affluent segments.
• Proven ability to drive insurance sales and achieve revenue targets.
• Experience providing insurance solutions, financial planning advice and portfolio reviews.
• Ability to work closely with Relationship Managers to generate bancassurance sales.

Responsibilities

• Drive bancassurance sales targets within Premier and Premier Elite customer segments.
• Support Relationship Managers in insurance sales and customer acquisition opportunities.
• Conduct customer portfolio reviews and recommend suitable insurance solutions.
• Coach and guide Relationship Managers on insurance products and sales techniques.
• Monitor sales productivity, conversion and revenue performance.
• Organise customer engagement events and provide insurance product presentations.
• Support customers with policy enquiries, claims and after-sales services.

Skills

Bancassurance sales

Life insurance sales

Relationship management

Customer acquisition

Education

SPM with 5 credits

Job description

Multiple job locations available (KL, Selangor, Johor, Sarawak, Malacca, Perak, Penang)

KEY RESPONSIBILITIES

• Drive bancassurance sales targets within Premier and Premier Elite customer segments.
• Support Relationship Managers in insurance sales and customer acquisition opportunities.
• Conduct customer portfolio reviews and recommend suitable insurance solutions.
• Coach and guide Relationship Managers on insurance products and sales techniques.
• Monitor sales productivity, conversion and revenue performance.
• Organise customer engagement events and provide insurance product presentations.
• Support customers with policy enquiries, claims and after-sales services.

REQUIREMENTS

• Must hold PCE, CEILI and TBE licences.
• Minimum education: SPM holder with 5 credits.
• Minimum 5 years of relevant financial services experience.
• Strong bancassurance / life insurance sales background.
• Banking experience preferred, particularly Premier / Priority / Affluent segments.
• Proven ability to drive insurance sales and achieve revenue targets.
• Experience providing insurance solutions, financial planning advice and portfolio reviews.
• Ability to work closely with Relationship Managers to generate bancassurance sales.