Bancassurance Advisor

Alliance Bank Malaysia Berhad


Date: 3 weeks ago
City: Johor Bahru
Contract type: Full time
  • To foster a healthy relationship with branch staffs and Branch Manager, in order to have referrals.
  • To focus on the walk-in customers and tap on the bank’s database to cross-sell bancassurance products to the clients.
  • To pro-actively communicate with the branch staffs about the products and services offered.
  • To be part of the branch’s team and work with Relationship Manager to increase insurance sales penetration to PB/AP clients
  • Mobile in sales to meet clients
  • Obtain business resources from referral and leads
  • Perform entire sales process
  • Perform after sales servicing
  • Establish & strengthen customer relationships
  • To meet sales target set by the Bank
  • To maintain good rapport/relationships with customers and branch staffs to ensure effective liaison, coordination and efficiency of operations.

Sales Management

  • To achieve the target percentage of successful closure as stated by the Business
  • To conduct fact find, insurance need analysis for clients and ensure prompt advise and solutions are offered to clients
  • To work as a team in generating ideas and action plans on how to increase the activity and sale of insurance products
  • Knowledgeable in the Bank’s products including features, benefits, promotional campaigns, and procedures.
  • To provides personal financial advisory services to prospective customers.
  • To maintain given persistency and cooling off ratios

Customer Management

  • To ensure that customer enquiries are promptly attended to within TAT.
  • To ensure a systematic review process for existing policyholders
  • To provide regular feedback on issues pertaining to latest development in the market place and customers’ changing needs and requirements.

Compliance

  • To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
  • To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
  • To ensure proper sales compliance and no mis-selling
  • To ensure fulfillment of CPE hours for licensing renewal.

Skills

  • Sales and achievement-oriented with positive mindset and a good team-player.
  • Self-motivated and results driven
  • Energetic and independent
  • Excellent interpersonal and communication skills with multi-lingual ability.
  • Mobile individual preferably with own transport
  • Able to work beyond normal office hours and weekends
  • Able to work independently and strong self-motivation.

Knowledge

  • Knowledge of insurance products and possess insurance certificate like PCE (A,B and C) and / or CEILI License are an added advantage

Experience

  • At least 5-8 years of sales experience in financial services, preferably specializing in banca sales

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