Senior Financial Services Consultant

Alliance Bank; Ipoh; On-site; MYR 45,000 - 60,000; Full time

Job summary

A prominent banking institution in Ipoh is seeking a motivated individual to market Bancassurance products. This role includes providing financial needs analysis and advising clients on suitable solutions. Candidates should have a Bachelor's degree and a strong sales background, with 1-3 years of experience in financial services. Bilingual skills in English and Chinese dialects are required. The position promises ample opportunity for professional growth in a dynamic environment.

Qualifications

• Strong sales record in banking or financial institution.
• 1-3 years of sales experience in financial services.
• PCE Certificate (A, B and C) and CEILLI Licenses will be an advantage.

Responsibilities

• Market Bancassurance products and services.
• Provide clients with financial needs analysis and appropriate solutions.
• Offer feedback on market developments and customer needs regarding insurance.

Skills

Sales skills

Interpersonal skills

Communication skills

Bilingual (English and Chinese)

Education

Bachelor's Degree or equivalent

Job description

13d ago , from Alliance Bank Malaysia Berhad

• To market Bancassurance products and services.
• To provide clients with financial needs analysis and advice clients with the right solutions.
• To provide regular feedback on issues pertaining to latest development in the market place and customers’ changing needs and requirements on insurance related matters.

Requirements

• Candidate must possess at least a Bachelor's Degree, Post Graduate Diploma, or equivalent; with strong sales record in banking or financial institution.
• At least 1-3 years of sales experience in financial services.
• Candidates with PCE Certificate (A, B and C) and CEILLI Licenses will have added advantage.
• Should possess an outgoing personality with good interpersonal & communication skills.
• Good command of English and Chinese dialects.