- Jalan Sultan Ahmad Shah George Town Pulau Pinang Malaysia 10050

Working Location
Job Description
Requirements
Who we’re looking for
Sales professionals with approximately 2–5 years of experience in bancassurance, personal banking, financial services sales, wealth advisory or relationship management.
You should enjoy customer engagement, have a strong sense of ownership and be comfortable working towards clear sales and quality targets.
Other requirements:
Diploma or Degree qualification
Minimum 1–3 years sales experience preferred. Fresh graduates with strong interpersonal skills are encouraged to apply
Strong relationship-building, communication and interpersonal skills.
Self-motivated, disciplined, and results-oriented.
Familiar with the use of AI tools such as ChatGPT for tasks simplification
Possess a valid driving licence, own transportation and willing to travel.
Able to work flexible hours when required to meet customer needs
Must have a PCIL certification
Responsibilities
Key Responsibilities & Job Scope
Customer Acquisition & Prospecting: Identify, engage, and acquire new insurance and financial clients using company-provided warm leads, self-prospecting, and referrals. [1]
Financial Needs Analysis: Conduct comprehensive policy reviews and financial needs analyses to match customers with suitable protection, savings, retirement, and legacy planning solutions. [1]
Relationship Management: Maintain long-term relationships with clients through regular follow-ups, identifying cross-selling opportunities, and supporting policy enhancements. [1]
Policy Servicing & Claims Support: Provide ongoing post-sales support, help with policy inquiries, and assist customers during the claims process. [1]
Sales Targets & Compliance: Work toward clear sales and quality activity targets while strictly adhering to regulatory requirements and company ethics. [1]
Training & Digital Tools: Participate in sales cadences, ongoing coaching, and utilize digital sales tools (including AI tools like ChatGPT for task simplification
Benefits
Important Information
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