Insurance & Takaful Sales Advisor

Standard Chartered Plc; Kuala Lumpur; Hybrid; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Retirement savings plan

Flexible working options

Learning & development programs

Volunteering leave

Job summary

Standard Chartered plc is seeking a Product Sales Specialist to drive insurance and takaful sales across Personal Banking, Affluent Banking, and Business Banking. The role emphasizes needs-based advisory, target achievement, and regulatory compliance, partnering with relationship managers and providers to deliver protection solutions.

The candidate will manage branch relationships, identify client needs, and ensure accurate, compliant documentation while maintaining required licenses and

Qualifications

• Diploma or degree holder required or equivalent
• Possesses valid insurance/takaful certifications and licenses
• Experience in bancassurance, insurance advisory, wealth sales, or financial services sales
• Strong understanding of insurance/takaful products and regulatory requirements
• Proven ability to achieve sales targets and build client relationships
• Good communication and stakeholder management skills

Responsibilities

• Drive insurance and takaful sales through branch and relationship management channels.
• Identify client financial needs and recommend appropriate insurance solutions.
• Achieve assigned sales targets and performance metrics.
• Support client servicing, inquiries, and issue resolution relating to insurance products.
• Collaborate with Relationship Managers, Sales Leaders, and Insurance Service Providers (ISPs).
• Ensure all sales documentation is complete, accurate, and compliant with regulatory requirements.
• Adhere to internal policies, risk controls, and governance standards.
• Maintain required insurance licenses and certifications.

Skills

Diploma/degree holder

Insurance/takaful certifications

Bancassurance/wealth sales

Sales targets achievement

Client relationship building

Communication & stakeholder mgmt

Education

Diploma or Degree

Job description

Standard Chartered plc is seeking a Product Sales Specialist to drive insurance and takaful sales across Personal Banking, Affluent Banking, and Business Banking. The role emphasizes needs-based advisory, target achievement, and regulatory compliance, partnering with relationship managers and providers to deliver protection solutions.

The candidate will manage branch relationships, identify client needs, and ensure accurate, compliant documentation while maintaining required licenses and