Senior Bank Financial Executive (Bancassurance Sales - Kedah)

Find Global Sdn. Bhd; Kedah; On-site; MYR 100,000 - 150,000; Full time

Job summary

A financial services company in Kedah is seeking a sales professional to promote Bancassurance products. Responsibilities include engaging in prospecting, establishing relationships with bank customers, and supporting policy servicing. Ideal candidates will have a proactive sales mindset and strong communication skills.

Responsibilities

• Promote and sell Bancassurance products across Partner Bank branches nationwide.
• Engage in prospecting, cold calling, qualifying leads, setting appointments, and offering financial advisory services.
• Work closely with branch colleagues to convert lead referrals into successful sales.
• Establish and nurture strong relationships with bank customers.
• Take part in sales and marketing events to generate new customer leads.
• Provide ongoing support for policy servicing.

Job description

• Promote and sell Bancassurance products across Partner Bank branches nationwide.
• Engage in prospecting, cold calling, qualifying leads, setting appointments, and offering financial advisory services.
• Work closely with branch colleagues to convert lead referrals into successful sales.
• Establish and nurture strong relationships with bank customers for potential up-selling opportunities.
• Take part in sales and marketing events to generate new customer leads.
• Provide ongoing support for policy servicing, including payment management, plan adjustments, trustee appointments, and top-ups.