Wealth Talent Optimiser, Sales and Distribution Division

Allianz Malaysia; Kuala Lumpur; On-site; MYR 180,000 - 240,000; Full time

Job summary

Allianz Malaysia is seeking a Wealth Talent Optimiser to lead a team of Wealth Planning Executives and drive customer acquisition, activation and productivity. The role emphasizes field coaching, joint customer appointments and hands-on leadership in the Direct Sales model.

You will coach, develop and motivate high-performing sales professionals, ensuring ethical selling, regulatory compliance and strong pipeline development while partnering with management to shape sales capability and

Qualifications

• 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.
• 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.

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.
• 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.

Skills

Sales leadership

Coaching

People development

Communication

Interpersonal skills

Accountability

Education

Bachelor's Degree

Professional Qualifications

Tools

ChatGPT

Job description

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:

• 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.
• 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