VP, Bancassurance Advisor (Klang Valley), PFS

UOB; Selangor; On-site; MYR 39,000 - 78,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd in Malaysia seeks a Bancassurance Sales professional to meet personal and branch sales targets by offering suitable financial advice. The role supports the Group Sales Manager in referrals, campaigns and activities, while ensuring governance and compliance in the sales process.

The ideal candidate has a diploma/degree with PCE and CEILI qualifications and 2–3 years of HNW insurance sales experience, plus strong communication and people skills.

Qualifications

• A recognized diploma or degree in any field.
• Must possess PCE and CEILI qualification.
• Minimum 2-3 years of Insurance Sales experience for High Net Worth clients.
• Strong commitment to achieving sales targets.
• Good interpersonal and communication skills.
• Team player, proactive, outgoing, performance-driven and adaptable.

Responsibilities

• Deliver personal and branch Banca sales targets by advising clients according to needs and profile.
• Support Team Head / Group Sales Manager in driving referrals and branch activities.
• Drive and execute Banca sales campaigns, provide product training and related activities.
• Be responsible and accountable for sales process, governance and compliance.

Skills

Interpersonal skills

Communication

Team player

Sales target oriented

Proactive

Flexible to changes

Meeting people

Education

Diploma or degree

PCE qualification

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.