VP, Bancassurance Advisor (Ipoh), PFS
UOB · Ipoh (City Area)
Full-timeonsitemidOtherSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves delivering bancassurance sales targets by offering financial advice tailored to client needs. The position supports team leaders in driving referrals and branch activities, while also executing sales campaigns and providing product training. This individual is responsible for ensuring sales processes adhere to governance and compliance standards.
หน้าที่ความรับผิดชอบ / Responsibilities
- Achieve personal and branch bancassurance sales targets
- Provide financial advice based on client profiles and needs
- Support team leaders in generating referrals and branch activities
- Implement bancassurance sales campaigns and product training
- Ensure adherence to sales process, governance, and compliance
คุณสมบัติ / Qualifications
- Recognized diploma or degree in any field
- Possess PCE and CEILI qualifications
- Minimum 2-3 years of experience in insurance sales for high net worth clients
- Strong commitment to achieving sales targets
- Excellent interpersonal and communication skills
- Proactive team player with an outgoing and performance-driven attitude
ทักษะที่ต้องการ / Required skills
- Bancassurance Sales
- Financial Advisory
- Client Relationship Management
- Sales Target Achievement
- Compliance
- Interpersonal Skills
ทักษะเพิ่มเติม / Nice to have
- High Net Worth Sales