Senior Financial Services Consultant (Insurance Sales) - Penang

SmartHire by SEEK; Penang; On-site; MYR 150,000 - 200,000; Full time

Job summary

A financial services consulting firm in Penang seeks a Senior Financial Services Consultant specializing in Insurance Sales. The position involves selling bancassurance products and delivering professional financial advice while achieving sales targets. Candidates should have at least 3 years of relevant sales experience and must hold necessary financial certifications. Attractive remuneration and performance bonuses are offered.

Benefits

Health Insurance

Performance bonus

Basic Monthly Salary

High Commission

Qualifications

• Minimum of SPM qualification or a Diploma/Bachelor's degree in a relevant field.
• At least 3 years of experience in bancassurance or related sales roles preferred.
• Proficiency in both English and Malay is essential.
• Full insurance certifications (PCE/CEILI/TBE) are required.

Responsibilities

• Market and sell a variety of bancassurance life insurance products.
• Contribute to individual and branch sales targets.
• Provide professional financial advice based on clients' needs.
• Collaborate with Branch Managers to align sales activities.
• Deliver excellent after-sales service to build relationships.
• Plan and follow up on leads to maximize sales opportunities.
• Regularly review performance with the Branch Manager.
• Maintain licenses and fulfill CPD requirements.

Skills

Sales Experience

Customer Relationship Management

Financial Advisory

Lead Management

Communication in English and Malay

Education

SPM with 5 passes including Bahasa Malaysia

Diploma/Bachelor's degree in a relevant field

Job description

Senior Financial Services Consultant (Insurance Sales) - Penang

Our client is seeking for a Senior Financial Services Consultant (Insurance Sales) to join their company!

What you’ll be doing?

Product Expertise: Market and sell a diverse range of bancassurance life insurance products tailored to meet the needs of both existing and potential bank customers.

Target Achievement: Contribute to individual and branch sales targets, driving success for yourself and your team.

Financial Advisory: Provide professional advice and recommend appropriate financial products based on clients' unique needs and goals.

Strategic Alignment: Collaborate closely with Branch Managers and Banca Business Managers to ensure sales activities align with overall business objectives.

Client Satisfaction: Deliver excellent after-sales service to ensure high levels of client satisfaction and build long-lasting relationships.

Lead Management: Efficiently plan and follow up on all leads and activities to maximize sales opportunities.

Performance Review: Regularly review your performance with the Branch Manager to identify areas for growth and improvement.

Compliance: Maintain all necessary licenses and fulfill Continuing Professional Development (CPD) requirements to ensure compliance with industry regulations.

Who are they looking for?

Educational Background: Candidates with a minimum of SPM qualification (5 passes, including Bahasa Malaysia) or a Diploma/Bachelor's degree in a relevant field are welcome to apply.

Sales Experience: At least 3 years of experience in bancassurance or related sales roles is preferred, but we encourage ambitious newcomers to apply as well.

Language Skills: Proficiency in both English and Malay is essential to effectively communicate with our diverse client base.

Industry Certifications: Full insurance certifications (PCE/CEILI/TBE) are required for this role.

Why you should consider this opportunity:

Our client offers an attractive remuneration package with fringe benefits to the right candidate, such as

Health Insurance

Performance bonus

Basic Monthly Salary

High Commission on top of basic (5%~10% rate)

Working Hour:

5-day work week

How to apply

Ready to join this role? Click Apply now to submit your resume and share your availability and expected salary with us!

We welcome all candidates, regardless of experience or qualifications, to apply.

All information received will be kept strictly confidential and will be used only for employment-related purposes.

Application Questions

• Which of the following statements best describes your right to work in Malaysia?
• What's your expected monthly basic salary?
• Which of the following types of qualifications do you have?
• How much notice are you required to give your current employer?
• How many years' experience do you have as an Insurance Sales Consultant?