Life Insurance Specialist

CIMB; Malaysia; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading financial services provider in Malaysia seeks a Life Insurance Specialist to drive bancassurance sales. This role involves collaborating with Relationship Managers to achieve targets, providing insightful customer insurance solutions, and supporting internal teams to enhance client experiences. Candidates need a bachelor's degree and 3-5 years of related sales experience. Fluent communication in Bahasa and English is essential, with proficiency in any additional dialects being advantageous. Full-time position in a dynamic environment.

Qualifications

• At least 3 to 5 years of relevant financial sales experience, preferably in banking and insurance.
• Possess relevant insurance licenses.
• Proficiency in Bahasa & English; knowledge of Chinese/dialects is a plus.

Responsibilities

• Work closely with the Relationship Manager to generate fee-based income.
• Achieve assigned bancassurance targets and maximize cross-selling opportunities.
• Coach and support Relationship Managers for Bancassurance growth.
• Perform market intelligence on competitors.

Skills

Strong analytical skills

Interpersonal skills

Sales skills

Customer relationship management

Market analysis

Education

Bachelor’s degree in Business studies or equivalent

Job description

Life Insurance Specialist, Commercial Bancassurance MY

Malaysia

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Job Description

Sales & Business Development

• This role required to work closely with the Relationship Manager/ Team Head/ Regional Head as well as insurance provider to generate Bancassurance fee-based income to the division
• Responsible for achieving assigned bancassurance target and maximize cross selling and upselling opportunity for assigned SME & Business Banking portfolio
• Jointly develop with the Relationship Manager/ Team Head/ Regional Head to implement effective sales strategies and action plan to promote insurance solutions and achieved the targeted fee-based income set
• Onboard new business in collaboration with relevant internal sales team and life insurance providers. Monitor the business performance and take proactive corrective action where necessary to promote growth while maintaining profitability

Customer Relationship Management

• Joint sales with Relationship Manager/ Team Head/ Regional Head in recommending holistic and suitable business insurance solutions that meet client needs via thorough needs assessment and recommendations to borrowing & non borrowing customers
• Work closely with internal teams & insurance provider to facilitate seamless client experience from proposal to post servicing for Life Insurance

Training & Support

• Subject matter experts to coach, guide and support the Relationship Manager/ Team Head/ Regional Head to grow the Bancassurance business

Market Analysis & reporting

• Support & perform market intelligence on competitor analysis to provide insight and input to respective internal and/or insurance providers team to develop competitive enabler/ products/ process enhancement that suits SME & Business Banking channel.

Reporting management (Submission, production and penders)

• End to end sales tracking, submission and follow up on all sales related activities/ matter (Ie: Sales performance report/ Customer enquiry/ Sales Submission/ Pender listing/ Customer Claim and etc) within stipulated timeframe

Compliance & Risk Management

• Maintains high compliance and sales discipline benchmark in accordance with Bank’s and regulatory guidelines
• Willing and take on additional tasks and/or projects when assigned from time to time

JOB REQUIREMENTS

• Candidate must possess at least a bachelor’s degree, Post Graduate Diploma/ Professional Degree in Business studies or equivalent
• At least 3 to 5 years of relevant financial sales experience, preferably banking & insurance related
• Possess relevant insurance license (Ie: PCEIA Life, Family Takaful & CEILLI & TBE)
• Strong analytical and interpersonal skills
• Willing to travel, result oriented, dynamics and self-driven
• Proficiency to converse well in Bahasa & English. Able to converse in Chinese and/or dialect will be added advantage

Job Info

• Job Identification 33535
• Job Category Business Development
• Posting Date 01/19/2026, 11:50 PM
• Job Schedule Full time