Sales Manager, Bancassurance

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

Job summary

A leading financial institution is seeking a motivated individual to promote life-insurance products to its customers. The candidate will plan and strategize sales activities, maintain regular contact with customers, and develop a networking list to acquire new clients. Collaboration with management on sales promotions is essential. This role demands strong sales techniques and effective communication skills.

Qualifications

• Ability to promote financial products effectively.
• Experience in sales and customer management.
• Strong interpersonal and communication skills.

Responsibilities

• Promote Tokio Marine's life-insurance products to Bank's customers.
• Plan and strategize sales activities.
• Maintain contact with existing customers for referrals.
• Develop networking list to increase clientele.
• Work closely with management on sales activities.

Skills

Sales techniques

Customer relationship management

Networking

Job description

• 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