Premier Insurance Advisor

RHB Banking Group; Kuala Lumpur; On-site; MYR 78,000 - 123,000; Full time

Job summary

RHB Banking Group seeks a Premier Insurance Advisor to drive bancassurance initiatives across the Premier Banking and Mass segments in Malaysia. The role focuses on increasing Banca penetration, participation rate, and AFYP across regions and centers through coaching, client events, and joint sales.

Responsibilities include training RMs and PRDs, understanding Bancassurance products, and leading regional sales campaigns while ensuring persistency above threshold.

Qualifications

• Diploma/Degree with at least 3 years in bancassurance in banking or insurance.
• At least 3 years in sales in Premier Banking or Mass segment.
• Good spoken English and Bahasa Malaysia; Mandarin is an advantage.
• Customer-oriented with strong service skills.

Responsibilities

• Increase RM channel participation rate and engagement.
• Grow average case size to industry best practices.
• Increase Banca penetration in Premier Banking segment.
• Drive Banca sales productivity via joint sales, coaching and client events.
• Lead and champion Banca initiatives and campaigns.
• Coach RMs and PRDs to maintain persistency above threshold.
• Guide Regional Sales Heads in goal setting and events.

Skills

Bancassurance experience

Premier Banking sales experience

English language

Bahasa Malaysia

Customer service

Education

Diploma/ Degree holder

Job description

Premier Insurance Advisor (RHB) – Job Description

• Increasing Participation Rate of RM channel
• Increasing Average Case Size to match industry best practices
• Increase Banca Penetration of Premier Banking Segment to achieve desirable growth
• Drive Banca sales productivity and Participation Rate of respective region/ centers using joint sales, coaching, customer profiling, organizing client events and training sessions
• To be the regional Banca champion for Banca sales initiatives and campaigns
• Manage and maintain Banca persistency above the threshold
• Drive AFYP sales of respective region/ centers using joint sales, coaching, customer profiling, organizing client events and training sessions
• To lead and champion Banca initiatives and Banca campaigns
• To guide Regional Sales Heads and Centre Managers in planning goal settings as well as sales activities and events.
• Train and manage RMs and PRDs to ensure Persistency of business are above the threshold
• Clear understanding of all Bancassurance products as well as industry products
• Ability to coach RMs and PRDs pertaining features, benefits and address concerns in regards to bancassurance products
• Willing and able to take on additional tasks and/or projects when assigned.

Job Requirements

• Diploma/ Degree holder with Min 3 years in Bancassurance experience in Banking or Insurance company; or
• Min 3 years in sales experience in Premier Banking or Mass segment from Banking Industry;
• Possess good spoken English and Bahasa Malaysia, ability to converse in Mandarin will be an advantage;
• Customer-oriented and has good customer service skills.