Wealth Talent Optimiser, Allianz Life

Allianz Malaysia; Petaling Jaya; On-site; MYR 180,000 - 240,000; Full time

Job summary

Allianz Malaysia is seeking a Wealth Talent Optimiser (WTO) to lead a team of Wealth Planning Executives (WPEs) and drive customer acquisition, sales productivity and business growth. The role emphasizes field presence, joint customer appointments, coaching and ensuring execution of the Direct Sales operating model.

The successful candidate combines sales leadership with hands-on coaching to develop frontline capabilities and deliver high-performing sales teams across the region.

Qualifications

• Bachelor’s Degree or professional qualifications.
• Minimum 5 years sales experience in insurance/financial services.
• Experience leading a sales team is an advantage.

Responsibilities

• Lead, motivate and manage a team of WPE to achieve sales, activation and productivity targets.
• Drive a high-performance culture built on accountability, professionalism and customer‑centricity.
• Act as a role model for professional sales behaviours and maintain a strong and visible presence in the field alongside WPEs.
• Gather customer and market insights through direct field interactions and provide feedback to management.

Skills

Sales coaching

People development

Communication

Accountability

Education

Bachelor’s Degree or professional qualifications

Tools

PCIL certification

Job description

Position Summary

The Wealth Talent Optimiser (WTO) is responsible for leading a team of Wealth Planning Executives (WPEs) to achieve customer acquisition, sales productivity, and business growth objectives.

Position Summary

The Wealth Talent Optimiser (WTO) is responsible for leading a team of Wealth Planning Executives (WPEs) to achieve customer acquisition, sales productivity, and business growth objectives. Unlike a traditional sales management role, the WTO is expected to maintain a strong field presence by conducting joint customer appointments, field coaching, and sales accompaniment activities. While the role does not carry personal sales production responsibility, it plays a critical role in driving sales effectiveness, developing frontline capabilities, and ensuring consistent execution of the Direct Sales operating model. The successful candidate will combine strong sales leadership with hands‑on coaching and a passion for developing high‑performing sales professionals.

Key Responsibilities

Team Leadership

• Lead, motivate and manage a team of WPE to achieve sales, activation and productivity targets.
• Drive a high-performance culture built on accountability, professionalism and customer‑centricity.
• Act as a role model for professional sales behaviours and maintain a strong and visible presence in the field alongside WPEs.
• Gather customer and market insights through direct field interactions and provide feedback to management.

Sales Coaching & Capability Development

• Support onboarding of new WPE and conduct joint field appointments
• Ensure WPE develop sustainable prospecting habits and coach team members on referral generation, networking and pipeline development strategies.
• Provide real-time coaching on customer engagement, objection handling and closing techniques to improve overall sales effectiveness.
• Identify capability gaps and implement targeted development plans.
• Support WPEs in managing complex customer cases and high-value opportunities.
• Conduct role plays, sales simulations and skill‑building sessions to strengthen sales competencies.

Recruitment & Talent Development

• Support the recruitment and selection of high-quality sales talent.
• Participate in interviews, assessment activities and onboarding programmes.
• Develop future sales leaders through structured coaching and development initiatives.
• Build a strong talent pipeline to support business growth.

Risk, Compliance & Performance Management

• Promote ethical and professional selling practices and customer‑first behaviours.
• Ensure team adherence to all regulatory, compliance, mandatory training and any other company requirements.
• Monitor activity levels and team performance against established KPIs including sales quality metrices.
• Conduct regular performance reviews and implement performance improvement plans where necessary.

Requirements

Experience

• Bachelor’s Degree or possesses Professional Qualifications
• Minimum 5 years of sales experience, preferably within insurance, banking, financial services or other consultative sales environments. Experience in leading a sales team will be a great advantage.
• Strong sales and productivity track record.

Skills & Competencies

• Strong sales coaching and people development capabilities.
• Excellent communication, influencing and interpersonal skills.
• Ability to drive accountability and performance in a target-driven environment.
• High level of professionalism, integrity and customer focus.

Other Requirements

• Possess a valid Malaysian driving licence, own transportation and willing to travel.
• Must have a PCIL certification
• Familiar with use in AI tools such as ChatGPT for tasks simplification

Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us.

At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust.

We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.

Join us. Let's care for tomorrow.