VP, Bancassurance Advisor (Ipoh), PFS

UOB; Ipoh; On-site; MYR 3,500 - 6,800; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd is seeking a results-driven Insurance Sales professional to deliver targeted bancassurance solutions to high-net-worth clients. You will support the Group Sales Manager in driving referrals and branch activities, and actively participate in bancassurance campaigns and product trainings.

The role emphasizes meeting sales targets, strong client engagement, and ensuring governance and compliance across the sales process.

Qualifications

• Diploma/degree in any field; must possess PCE & CEILI qualifications.
• Minimum 2–3 years of working experience in Insurance Sales for High Net Worth customers.
• Passionate about sales and driven to achieve targets.
• Good interpersonal skills with ability to communicate at all levels.
• Team player, proactive, outgoing, performance driven and flexible to changes.
• Enjoy meeting people and influential in sales.

Responsibilities

• Deliver personal and branch Banca sales target by providing financial advice according to client needs and profile.
• Support Team Head / Group Sales Manager in driving referrals and branch activities.
• Drive / execute Banca sales campaigns, provide product training and related activities.
• Responsible and accountable for sales process, governance and compliance matters.

Skills

Sales skills

Interpersonal skills

Team player

Communication

Education

Diploma/Degree in any field

PCE

CEILI

Job description

Company: 2201 United Overseas Bank (Malaysia) Bhd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long‑term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

• Deliver personal and branch Banca sales target by providing financial advice according to client’s needs and profile.
• Support Team Head / Group Sales Manager in driving referrals and branch activities.
• Drive / execute Banca sales campaign, provide product training and other related activities.
• Responsible and accountable on sales process, governance and compliance matter

Job Requirements

• A recognized diploma / degree in any field. Must possess PCE & CEILI qualification
• Minimum 2-3 years of working experience in Insurance Sales for High Net Worth customer segment.
• Passionate about sales & possess strong commitment to achieve sales target
• Has good interpersonal skills with the ability to communicate at all levels
• A team player; proactive, outgoing, performance driven and flexible to changes
• Enjoy meeting people and influential in sales

Additional Requirements

Be a Part Of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate’s age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non‑merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.