Bancassurance Advisor
Alliance Bank Malaysia Berhad
Date: 22 hours 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.
- 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
- 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.
- 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.
- 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 of insurance products and possess insurance certificate like PCE (A,B and C) and / or CEILI License are an added advantage
- At least 5-8 years of sales experience in financial services, preferably specializing in banca sales
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