Manager, Sales & Manager

Prudential Group; Kuala Lumpur; On-site; MYR 50,000 - 70,000; Full time

Job summary

A leading financial services company in Kuala Lumpur is looking for a motivated professional to provide Employee Benefits solutions. The role involves achieving sales targets, supporting business partners, and promoting insurance products. Ideal candidates should have a recognized qualification and 1-2 years experience in the financial industry. Strong interpersonal skills and multi-lingual ability are essential for collaboration and effective communication. Opportunities for training and exposure to bancassurance activities will be provided.

Qualifications

• Minimum 1-2 years sales experience in the financial industry.
• Strong product knowledge especially in insurance.
• Knowledge of insurance, banking, and other financial products.

Responsibilities

• Achieve yearly target and support all segments of UOB branches.
• Service and support Business Partner (UOB) by providing product training.
• Promote key KPIs in meeting overall company's strategic direction.
• Organize and drive bancassurance through trainings and client events.

Skills

Sales and achievement-oriented with positive mindset

Excellent interpersonal and communication skills

Strong attention to detail

Creative and strategic thinker

Ability to work collaboratively with cross-functional teams

Multi-lingual ability

Education

Recognized Degree / Diploma / Certificate in any discipline

Tools

Knowledge of social media and digital platforms

Job description

Provide Employee Benefits solution to intermediaries and customer. Ensure highest level of assistance / support is rendered to the intermediaries or customers.

Connect with related internal or external parties to ensure delivery of services required (eg. third party administrators, TPAs) to intermediaries or customers.

Ensure activities, plans and business decisions are aligned and appropriately executed.
Provide timely feedback on changes in industry preference, regulations, and competitors.

PRINCIPAL DUTIES & RESPONSIBILITIES

• To achieve yearly target and support all segments of UOB branches in Personal Financial Services, Mortgage, Business Banking and Commercial Banking.
• To service and support Business Partner (UOB) based on designated branches by providing product training and sales coaching, joint field work, events coordination and any other business development activities.
• To promote key KPI i.e. NBP, Active Ratio, Productivity and Average case size, in meeting overall company's strategic direction.
• To promote healthy product mix by focusing on protection-based products.
• To support on New Business Penders management and post-sales servicing matter.
• Organize, facilitate and drive bancassurance through trainings, client events and sales activities related to bancassurance.
• Strategize and planning in achieving the region sales target.
• Collaborate and maintain good relationship with business partner.

JOB SPECIFICATION

• Possess a recognized Degree / Diploma / Certificate in any discipline.
• Minimum 1-2 years sales experience in the financial industry.
• Strong products knowledge especially in insurance.
• Knowledge of insurance, banking and other financial products.
• Sales and achievement-oriented with positive mindset and a good team-player.
• Excellent interpersonal and communication skills with multi-lingual ability.
• Able to travel outstation.
• Creative and strategic thinker with the ability to develop innovative communication ideas and strategies.
• Ability to work collaboratively with cross-functional teams and build strong relationships with stakeholders.
• Strong attention to detail and ability to ensure accuracy and consistency of messaging.
• Knowledge of social media and digital communication platforms, including LinkedIn.