Walk In Interview - Personal Banker Bancassurance (Johor)

RHB Bank; Johor Bahru; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading bank in Johor is seeking a Personal Banker to promote and sell life-insurance products through a strategic partnership with Tokio Marine. The role focuses on achieving sales targets, building customer relationships, and participating in bank campaigns. Ideal candidates will have strong sales skills and a passion for customer service.

Qualifications

• Experience in sales, preferably in banking or insurance.
• Ability to understand and communicate insurance product features.
• Strong interpersonal skills for customer engagement.

Responsibilities

• Promote and market life-insurance products to customers.
• Perform needs-based selling by understanding customer financial objectives.
• Prepare and execute sales plans for leads.

Skills

Sales

Customer Relationship Management

Needs-based Selling

Job description

Walk In Interview - Personal Banker Bancassurance (Johor)

PRIMARY OBJECTIVE

• To promote various types of life-insurance products by Tokio Marine Life Insurance Malaysia Bhd under the exclusive Bancassurance Partnership between RHB Bank and Tokio Marine.
• To professionally sell a wide range of bancassurance products to existing and prospective customers.
• To achieve sales/revenue targets assigned by the Bank and contribute towards the overall branch targets.
• To maintain regular contact with customers to develop relationships for higher share of customers’ wallet.
• Participate in branch/region/Bank sales activities and campaigns to achieve deliverables.
• Prepare and proactively execute sales plans.

KEY RESPONSIBILITIES

• Promote, introduce, and market Tokio Marine’s life-insurance products to Bank’s customers (including Whole Life Plan, Endowment Plan, Medical Plan, and Investment-Linked Plan).
• Perform needs-based selling by understanding customer’s financial goals, protection needs, savings, education, medical, and retirement planning.
• Brief customers and ensure they understand the insurance plan features, charges, and provide quotations and product disclosures.
• Assist customers with premium payments, policy inquiries, policy servicing, and claims.
• Prepare and proactively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads.
• Collaborate with other sales personnel on sales activities and campaigns for customer acquisition and retention.
• Identify opportunities for cross-selling and up-selling to increase customers’ PHR and revenue.
• Set appointments, conduct sales visits, prospect, and engage with customers.
• Maintain regular contact with existing customers for relationship building and referrals.
• Work closely with Branch Manager and Regional Sales Heads on sales activities, promotions, and campaigns.
• Ensure compliance with CPD hours and completion of CFF forms.
• Adhere to Bank’s policies, procedures, and sales ethics.

This job posting does not indicate that it is expired or no longer accepting applications, so it appears to be active.