Sales Manager, Bancassurance

RHB Banking Group; Selangor; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading banking institution in Malaysia is seeking a sales professional to promote life-insurance products and maintain customer relationships. The role involves strategizing sales activities, working closely with management, and providing support to sales staff. Ideal candidates will have strong interpersonal skills and experience in sales activities. The role offers opportunities for growth in a dynamic environment.

Responsibilities

• Promote and market a range of life-insurance products to customers.
• Plan and participate in sales activities and campaigns.
• Maintain contact with existing customers for referrals.
• Develop a client networking list for acquisition.
• Work closely with managers on sales activities and promotions.
• Provide guidance and motivate sales staff.
• Update staff on promotions and products.

Job description

Sales Planning & Activities

• 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
  
  

Sales Management

• 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