Bancassurance Specialist (Relationship Management | Experienced Candidates) NH
TWY Search International Sdn Bhd Kuala Lumpur Full-time
CUN Jalan Ampang | Kota Damansara | CUN Shah Alam | Bukit Indah | Indahpura
- Build Your Career in Bancassurance
We are seeking a driven and client-focused Bancassurance Specialist to support customers in achieving their financial protection and long-term financial goals.
In this role, you will work closely with bank customers to understand their needs and provide tailored advisory, while building strong and lasting relationships.- Key Responsibilities
- Conduct comprehensive financial needs analysis to understand customers’ protection and financial objectives
- Provide professional advisory and recommend suitable insurance and protection solutions aligned with clients’ goals
- Build, manage, and grow a portfolio of bank customers through consistent relationship management
- Proactively engage and acquire clients through multiple channels including branch interactions, referrals, and events
- Maintain long-term client relationships through regular follow-ups and personalised service
- Identify opportunities to expand client portfolio while ensuring a consultative and ethical approach
- Consistently achieve individual sales targets and KPIs through effective pipeline management
- Ensure all activities comply with internal policies and regulatory requirements
- Deliver high standards of customer experience throughout the entire engagement journey
- Salary & Benefits
- Basic salary: RM5,000 – RM7,000 (based on experience & qualifications)
- Attractive commission and performance incentives (RM2,000++ or higher)
- Comprehensive medical and insurance coverage
- Structured training and onboarding program
- Clear career progression within the banking and financial services industry
- Minimum Diploma / Bachelor’s Degree in any discipline
- At least 2 years of sales experience within the banking or financial services industry
- Candidates with bancassurance or insurance sales experience will have an added advantage
- Strong communication and relationship-building skills
- Results-driven with the ability to perform in a target-oriented environment
- Good time management and ability to manage multiple client relationships
- Willing to travel within Klang Valley for client engagement and branch activities
⭐ Added Advantage
Candidates with the following certifications will have an added advantage:
- PCE (Part A & B)
- PCIL
- CEILI
- TBE
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• Supportive team environment and coaching culture
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• Graduan baru atau pengubah kerjaya dialu-alukan.
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