Senior Bank Financial Executive (Bancassurance Sales - Selangor)

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

Job summary

A financial services company is seeking a professional to promote and sell Bancassurance products across Partner Bank branches in Malaysia. The role involves engaging with customers, generating new leads, and providing ongoing policy support. The ideal candidate will have strong sales skills and a commitment to customer service.

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 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.

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.