Senior Bancassurance Growth & Partnerships Lead

2201 United Overseas Bank (Malaysia) Bhd; Johor Bahru; On-site; MYR 60,000 - 90,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd invites applications for a Sales & Business Development role to sell life insurance products through bank branches and expand the bancassurance portfolio. The role includes motivating staff to cross-sell and meet targets.

You will train bankers on products, ensure regulatory compliance, and report results to senior management. A diploma or degree plus PCE & CEILI are required, with 3–7 years in bancassurance or banking sales.

Qualifications

• A recognized diploma / degree in any field.
• Must possess PCE & CEILI qualification.
• Minimum 3-7 years of working experience in Bancassurance/Insurance/Banking Sales.
• Passionate about sales & possess strong commitment to achieve sales target.
• A team player; proactive, outgoing, performance driven and flexible to changes.
• Strong understanding of life & non-life insurance products.
• Excellent communication, negotiation, and relationship-building skills.
• Leadership ability to train and motivate bank staff.
• Knowledge of regulatory compliance in bancassurance.
• Proficiency in MS Office and CRM tools.
• Enjoy meeting people and influential in sales.

Responsibilities

• Sales & Business Development: Develop and implement strategies to sell life insurance products (investment-linked savings, health and protection) through bank branches.
• Motivating bank staff to cross-sell insurance products and meet or exceed targets.
• Identify new business opportunities and expand the bancassurance portfolio.
• Relationship Management: Act as a liaison between the bank and the insurance company. Build strong relationships with stakeholders to encourage referrals.
• Training & Support: Train or coach bankers on insurance products, underwriting processes, and sales techniques.
• Compliance & Documentation: Ensure all sales processes comply with regulatory guidelines and monitor KYC norms.
• Performance Monitoring & Reporting: Track sales performance and prepare reports for senior management.
• Customer Service & Retention: Guide bankers to address customer queries and ensure smooth policy servicing.

Skills

Communication skills

Negotiation

Relationship-building

Sales mindset

Education

Diploma or degree in any field

PCE & CEILI qualification

Tools

MS Office

CRM tools

Job description

2201 United Overseas Bank (Malaysia) Bhd invites applications for a Sales & Business Development role to sell life insurance products through bank branches and expand the bancassurance portfolio. The role includes motivating staff to cross-sell and meet targets.

You will train bankers on products, ensure regulatory compliance, and report results to senior management. A diploma or degree plus PCE & CEILI are required, with 3–7 years in bancassurance or banking sales.