Senior Bancassurance Advisor

Alliance Bank Malaysia Berhad

Kuala Lumpur

On-site

MYR 67,000 - 112,000

Full time

14 days+

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Job summary

Alliance Bank Malaysia Berhad is recruiting for a bancassurance-oriented sales role to strengthen relationships with branch staff and tap the bank’s database for referrals. The position emphasizes engaging walk-in customers, cross-selling bancassurance products, and meeting sales targets while offering personalized financial advisory services.

Strong communication, teamwork, and multi-lingual abilities are highly valued.

Qualifications

Sales targets in bancassurance and financial services.
Strong communication and client advisory skills.
Ability to work with branch staff and management to drive sales.

Responsibilities

Prospect and service walk-in customers; cross-sell bancassurance products.
Maintain relationships with branch staff and relationship managers.
Achieve sales targets and perform after-sales servicing.
Ensure compliance and proper handling of customer information.

Skills

Sales-oriented

Team player

Self-motivated

Results driven

Interpersonal skills

Multilingual

Mobile/own transport

Flexible hours

Job description

To foster a healthy relationship with branch staffs and Branch Manager, in order to have referrals.
To focus on the walk-in customers and tap on the bank’s database to cross-sell bancassurance products to the clients.
To pro-actively communicate with the branch staffs about the products and services offered.
To be part of the branch’s team and work with Relationship Manager to increase insurance sales penetration to PB/AP clients
Mobile in sales to meet clients
Obtain business resources from referral and leads
Perform after sales servicing
Establish & strengthen customer relationships
To meet sales target set by the Bank
To maintain good rapport/relationships with customers and branch staffs to ensure effective liaison, coordination and efficiency of operations.
To achieve the target percentage of successful closure as stated by the Business
To conduct fact find, insurance need analysis for clients and ensure prompt advise and solutions are offered to clients
To work as a team in generating ideas and action plans on how to increase the activity and sale of insurance products
Knowledgeable in the Bank’s products including features, benefits, promotional campaigns, and procedures.
To provides personal financial advisory services to prospective customers.
To maintain given persistency and cooling off ratios

To foster a healthy relationship with branch staffs and Branch Manager, in order to have referrals.
To focus on the walk-in customers and tap on the bank’s database to cross-sell bancassurance products to the clients.
To pro-actively communicate with the branch staffs about the products and services offered.
To be part of the branch’s team and work with Relationship Manager to increase insurance sales penetration to PB/AP clients
Mobile in sales to meet clients
Obtain business resources from referral and leads
Perform entire sales process
Perform after sales servicing
Establish & strengthen customer relationships
To meet sales target set by the Bank
To maintain good rapport/relationships with customers and branch staffs to ensure effective liaison, coordination and efficiency of operations.

Sales Management

To achieve the target percentage of successful closure as stated by the Business
To conduct fact find, insurance need analysis for clients and ensure prompt advise and solutions are offered to clients
To work as a team in generating ideas and action plans on how to increase the activity and sale of insurance products
Knowledgeable in the Bank’s products including features, benefits, promotional campaigns, and procedures.
To provides personal financial advisory services to prospective customers.
To maintain given persistency and cooling off ratios

Customer Management

To ensure that customer enquiries are promptly attended to within TAT.
To ensure a systematic review process for existing policyholders
To provide regular feedback on issues pertaining to latest development in the market place and customers’ changing needs and requirements.

Compliance

To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
To ensure proper sales compliance and no mis-selling
To ensure fulfillment of CPE hours for licensing renewal.

Skills