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Full Time Insurance Product Expert (Banking-Bancassurance) Jobs, in BGC Group Federal Territory - Maukerja

Insurance Product Expert (Banking-Bancassurance)

KL City, Federal Territory

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Working Location

  • Kuala Lumpur Federal Territory Malaysia

Job Description

Responsibilities

**Multiple job locations available (KL, Selangor, Johor, Sarawak, Malacca, Perak, Penang)


KEY RESPONSIBILITIES

  • Drive bancassurance sales targets within Premier and Premier Elite customer segments.
  • Support Relationship Managers in insurance sales and customer acquisition opportunities.
  • Conduct customer portfolio reviews and recommend suitable insurance solutions.
  • Coach and guide Relationship Managers on insurance products and sales techniques.
  • Monitor sales productivity, conversion and revenue performance.
  • Organise customer engagement events and provide insurance product presentations.
  • Support customers with policy enquiries, claims and after-sales services.


REQUIREMENTS

  • Must hold PCE, CEILI and TBE licences.
  • Minimum education: SPM holder with 5 credits.
  • Minimum 7 years of relevant financial services experience.
  • Strong bancassurance / life insurance sales background.
  • Banking experience preferred, particularly Premier / Priority / Affluent segments.
  • Proven ability to drive insurance sales and achieve revenue targets.
  • Experience providing insurance solutions, financial planning advice and portfolio reviews.
  • Ability to work closely with Relationship Managers to generate bancassurance sales.



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