Sales Manager, Bancassurance

RHB Bank; Perak; On-site; MYR 150,000 - 200,000; Full time

Job summary

A financial institution is seeking a motivated sales professional to promote a range of insurance products. The ideal candidate should have a Bachelor's Degree or Diploma, with at least 5 years of sales experience, preferably in wealth and banking products. Responsibilities include planning sales activities, maintaining customer relationships, and guiding staff. Strong communication skills and a proactive attitude towards target achievement are essential. This role is based in Malaysia, Perak.

Qualifications

• Bachelor Degree - Any field.
• Diploma - Any field.
• Minimum 5 years sales experience preferably in wealth and banca products with FIs.
• Pleasant personality with excellent verbal and written communication skills.
• Proactive team player but able to work independently.
• Enthusiastic towards achievement of targets.

Responsibilities

• Promote life-insurance products to customers.
• Plan sales activities and participate in roadshows.
• Maintain regular contact with existing customers.
• Develop clientele networking list.
• Work closely with Branch Manager on promotions.
• Provide guidance and motivate staff.
• Update staff on promotions and campaigns.

Job description

Responsibilities

• Promote, introduce and market a range of Tokio Marine’s life-insurance products to Bank’s customer (including Whole Life Plan, Endowment Plan, Medical Plan and Investment Linked Plan)
• Plan and strategize sales activities and participate in roadshows/campaigns organized by Bank/Region
• Maintain regular contact with existing customers to foster closer relationship and for referrals
• Develop clientele networking list and records of existing Bank’s customer and NTB customers for acquisition and increase customer PHR
• Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
• Comply with CPD hours and to ensure completion rate of CFF forms
• Compliance to Bank’s policy, procedures and observe sales code of ethics

Staff Management

• Provide guidance and motivate PB Banca on prospecting to sales techniques and to coach them for peak performance
• Periodic briefing and update on promotions, campaigns and products to PB Banca

Job Requirements

• Bachelor Degree - Any field.
• Diploma - Any field.
• Minimum 5 years sales experience preferably in wealth and banca products with FIs
• Pleasant personality with excellent verbal and written communication skills.
• Proactive team player but able to work independently.
• Enthusiastic towards achievement of targets.