Insurance Specialist

Ambition; Selangor; On-site; MYR 60,000 - 100,000; Full time

Job summary

Ambition, a well-established financial institution, is hiring Insurance Advisors to join teams in Penang, Johor, and Klang Valley. The role focuses on selling bancassurance products to affluent clients and delivering tailored insurance and financial planning recommendations.

You will work with relationship managers, conduct portfolio reviews, and provide post-sale support, including claims and policy amendments.

Qualifications

• Minimum 5 years in bancassurance or financial services.
• Valid PCE, CEILI and TBE licences.
• SPM qualification with 5 credits.
• Strong communication and advisory skills.
• Sales-oriented with client-focused mindset.

Responsibilities

• Achieve sales targets across affluent bancassurance clients.
• Collaborate with relationship managers to tailor insurance and financial plans.
• Conduct portfolio reviews and propose risk-aligned solutions.
• Coach internal teams on new products and market developments.
• Plan and host customer engagement events at branch and regional levels.
• Provide post-sale support including claims and policy amendments.

Skills

Bancassurance

Life Insurance

Sales Skills

Customer Advisory

Interpersonal Skills

Education

SPM with 5 credits

PCE, CEILI and TBE licences

Job description

Insurance Advisory Specialist | Bancassurance | Penang | Johor | Klang Valley

Are you an insurance professional with a strong sales track record and a passion for making a real difference for clients? Our client is a well-established financial institution with a strong presence across Malaysia, and they are looking for driven Insurance Specialists to join their teams in Penang, Johor and Klang Valley.

Why Apply?

This is a genuine opportunity to grow your bancassurance career within a reputable, client-focused organisation. You will be rewarded with attractive incentive schemes and allowances, while doing meaningful work - helping clients make informed decisions about their financial futures.

The Role

• Achieve sales targets across affluent and high-value customer segments within the bancassurance portfolio


• Work alongside relationship managers to deliver tailored insurance and financial planning recommendations


• Conduct portfolio reviews and propose solutions aligned to each client's risk profile and financial goals


• Coach and update internal teams on new products, market developments and technical knowledge through joint appointments


• Plan and host customer engagement events at branch and regional level


• Provide post-sale support to clients, including assistance with claims, policy amendments and service enquiries

What We're Looking For

• Minimum 5 years of experience in bancassurance, life insurance or financial services, ideally within a banking environment


• Valid PCE, CEILI and TBE licences - essential


• Minimum SPM qualification with 5 credits


• Strong communicator with excellent interpersonal and advisory skills


• Sales-oriented with a genuine passion for delivering quality financial advice to clients

JTK Number: JTKSM 995 | Company Registration Number: 201301019088 (1048918-T)