Sales Manager Bancassurance (Nationwide)

RHB Banking Group; Kuala Lumpur; On-site; MYR 70,000 - 90,000; Full time

Job summary

A leading banking group in Kuala Lumpur is seeking a Sales Lead to guide a team in promoting life-insurance products. The ideal candidate will have a minimum of 5 years of sales experience and strong communication skills. This role focuses on achieving sales targets and building relationships with customers while ensuring compliance with company policies.

Qualifications

• Minimum 5 years sales experience preferably in wealth and banca products with FIs.
• Pleasant personality with excellent verbal and written communication skills.
• Enthusiastic towards achievement of targets.

Responsibilities

• Promote and market a range of Tokio Marine’s life-insurance products.
• Plan and strategize sales activities.
• Maintain regular contact with existing customers to foster closer relationship.

Skills

Sales experience

Communication skills

Team player

Proactive attitude

Education

Bachelor Degree - Any field

Diploma - Any field

Job description

Lead, guide and coach a team of PB Banca to achieve sales/revenue target assigned

Strategize and execute sales plans, cross selling, up selling and engagement with customers for acquisition, retention and referral

To promote various type of life-insurance products by Tokio Marine Life Insurance Malaysia Bhd under the exclusive Bancassurance Partnership between RHB Bank and Tokio Marine

To maintain regular contacts with customers to develop relationship for higher share of customers’ wallet

Conduct briefing and engagement to PB Banca and participate in branch/region/Bank sales activities and campaigns

Key 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

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.