VP, Bancassurance Advisor (Klang Valley), PFS

2201 United Overseas Bank (Malaysia) Bhd; Puchong; On-site; MYR 60,000 - 100,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd is seeking a results-driven Insurance Sales professional to support banca sales at the branch level. You will provide financial guidance aligned to client profiles, support leadership, and run banca campaigns while upholding governance and compliance in sales processes.

Required are a recognized diploma/degree and PCE/CEILI qualifications, plus 2–3 years in insurance sales for high-net-worth segments.

Qualifications

• 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 customers.
• Passionate about sales & commit to achieving targets.
• Good interpersonal skills with the ability to communicate at all levels.
• Team player; proactive, outgoing, performance driven and flexible to changes.
• Enjoy meeting people and being influential in sales.

Responsibilities

• 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.

Skills

Insurance sales

Interpersonal skills

Team player

Communication

Sales-driven

Flexible

Education

Diploma / degree

PCE & CEILI qualification

Job description

Company: 2201 United Overseas Bank (Malaysia) Bhd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.

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.

We value our people and invest in them as we look to fulfil our purpose of building the future of ASEAN. We seek to create a collaborative and progressive environment for them to succeed in their careers for the long term. Explore career opportunities with us today.

UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings. With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region.

Career Site: UOB Career site