1. Market the branch’s bancassurance productions by solely promoting Insurance products.
2. To focus on the walk-in customers and tap on into the bank’s database to promote bancassurance products to the clients.
3. Meet clients for daily sales activities and establishing a long term customer relationship
4. Responsible for the entire sales process and providing after sales service to customers
5. To conduct fact finding, insurance need analysis for clients and ensure prompt advise and solutions are offered to clients
6. To provide regular feedback on issues pertaining to latest development in the market place and customers’ changing needs and requirements.
7. To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
1. At least 2 years of sales experience in financial services.
2. Self-motivated and results driven.
3. Willing to travel and possesses own transport
4. Knowledge of insurance products and insurance certificates such as PCE(A,B,C) and / CEILI License will be added advantage