Ipoh Bancassurance Banking Consultant – Grow Your Career

CIMB Bank Berhad; Ipoh; On-site; MYR 40,000 - 72,000; Full time

Job summary

CIMB Bank Berhad in Ipoh is seeking Financial Services Consultants to promote and sell Bancassurance life insurance products. You will advise customers on suitable financial products and provide excellent after-sales service, while planning sales activities and following up on leads.

The role emphasizes meeting individual targets, working with customers, and acquiring Bancassurance product knowledge to contribute to branch targets.

Qualifications

• SPM with 5 passes including BM or higher qualifications.
• Diploma or Degree in Marketing/Business, or equivalent.
• Minimum 1 year in a branch environment.
• Willing to learn Bancassurance products and adapt to new things.
• Licenses (PCE/CEILI/TBE) are an advantage.

Responsibilities

• Promote and sell Bancassurance life insurance products to existing and potential customers.
• Provide professional advice on suitable financial products based on customer needs.
• Ensure customer satisfaction and deliver after-sales service.
• Plan and implement sales activities related to Bancassurance products.
• Respond promptly to leads and follow up on activities.

Skills

Sales aptitude

Customer service

Interpersonal skills

Result oriented

Independent worker

Education

SPM with 5 passes including Bahasa Malaysia

Diploma/Degree in Marketing/Business

Tools

Insurance licenses (PCE/CEILI/TBE)

Job description

CIMB Bank Berhad in Ipoh is seeking Financial Services Consultants to promote and sell Bancassurance life insurance products. You will advise customers on suitable financial products and provide excellent after-sales service, while planning sales activities and following up on leads.

The role emphasizes meeting individual targets, working with customers, and acquiring Bancassurance product knowledge to contribute to branch targets.