Senior Financial Services Consultant, Jalan Tun Ismail Kuantan Branch MY (SLM)

CIMB Group Holdings Berhad; Kuantan; On-site; MYR 150,000 - 200,000; Full time

Job summary

A prominent financial institution in Pahang is seeking a sales professional to promote Bancassurance life insurance products. Responsibilities include providing tailored financial advice, ensuring customer satisfaction, and implementing sales activities. The ideal candidate will act on all customer leads and acquire good knowledge of Bancassurance products, with a strong focus on achieving both individual and branch sales targets. Excellent customer service skills are essential for this role.

Responsibilities

• Promote and sell Bancassurance life insurance products to customers.
• Provide professional advice on financial products based on customer needs.
• Ensure customer satisfaction and provide excellent after sales service.
• Plan and implement sales activities related to Bancassurance products.
• Act promptly on all leads and follow up activities.
• Acquire knowledge of Bancassurance products in the market.
• Achieve individual sales targets and contribute to branch targets.

Job description

1. To promote and professionally sell a wide range of Bancassurance life insurance products to the Bank’s existing and potential customers.

2. To provide professional advice and on appropriate financial products based on customer need.

3. To ensure customer satisfaction and provide excellent after sales service.

4. To plan and implement sales activities related to Bancassurance products.

5. To act promptly on all leads and follow up activities.

6. To acquire good knowledge of Bancassurance products in the market.

7. To achieve individual sales target and contribute towards the achievement of the branch target.