Location: KL
Salary: Up to RM 8,500
Key Responsibilities
- Develop and execute strategies to grow the insurance business across various distribution channels.
- Manage relationships with insurers, covering products, campaigns, training, business opportunities and operational matters.
- Guide advisers on product selection, quotations, case structuring and complex insurance cases.
- Review market trends and insurance products, and develop product comparisons, sales materials and adviser resources.
- Coordinate with insurers on new business, underwriting, policy servicing and claims matters.
- Monitor sales performance, adviser productivity, insurer contribution and product mix, providing relevant insights to management.
- Lead process improvement and digitalisation initiatives, including tools, dashboards, SOPs and knowledge resources.
- Work with internal stakeholders to maintain efficient and compliant insurance operations.
- Manage and support a team of two members.
Requirements
- Degree or Diploma in Business, Finance, Insurance or a related discipline.
- At least 3–5 years of relevant experience in insurance, financial advisory, bancassurance or financial services.
- Strong knowledge of Life, Medical & Health, Investment-Linked and General Insurance products and processes.
- Strong business development, analytical, communication and stakeholder management skills.
- CFP or RFP certification is required/preferred.
Key Product Areas
The role will primarily cover Term Life, Medical, Investment-Linked (ILP), General Insurance and Employee Benefits, with stronger emphasis on Life, Medical & Health, ILP and General Insurance.