Bancassurance Sales, Specialist

Reposted 2 Months Ago
Be an Early Applicant
Kuantan, Pahang, MYS
In-Office
Senior level
Insurance • Financial Services
The Role
Responsible for Banca sales, relationship management with partner banks, coaching sales staff, driving productivity, and ensuring customer satisfaction through effective servicing support.
Summary Generated by Built In

Create connections that move people and business forward.


At AIA, your customer insight, commercial expertise and ideas can contribute to our Purpose of helping millions of people live Healthier, Longer, Better Lives. Across our diverse markets, you will take on meaningful challenges, collaborate with talented colleagues and turn insight into engaging experiences, trusted relationships and sustainable growth for our customers and communities.


Join us to shape how people engage with health, wellbeing and protection, grow through new experiences and extend your impact across Asia.


About the Role


Responsible for Banca F2F Sales in East Coast Region, i.e. Single Premium and Regular Premium marketing to partner banks. To coach and support the sales staff as well as branch network.

Job Responsibilities:

Sales Target Breakdown by Product:

  • Credit Life

  • Regular Premium

  • SME EB & Others

  • Drive FE banca productivity, FE UT penetration rate, and Vitality attachment in the region.

Relationship Management:

  • Build and maintain relationships with partner bank’s branch managers.

  • Continuously review Bancassurance performance and develop strategies to achieve branch targets.

Servicing Support:

  • Provide exceptional support to ensure customer satisfaction and retention.

  • Address and resolve any service-related issues promptly and effectively.

Conduct Training and Sales Coaching:

  • Conduct training and coaching sessions:

    • Scheduled Rookie FE coaching and training sessions.

    • Monthly engagement and reinforcement with FE(UT).

    • Regular coaching and joint field work with FE(B), FE-UT, and new IS.

Performance Management:

  • Oversee region’s overall Consumer, Commercial Credit Life HPDTA, and SME performance.

  • Prepare monthly reports for Branch Managers to discuss performance and action plans.

  • Conduct quarterly meetings with SMEs to update on products, campaigns, claims, and address issues.

  • Ensure branch product champions refer EB appointments and attend appointments with corporate clients to present SME EB.

Reporting and Review:

  • Assist Regional Head in preparing daily and weekly reports.

  • Conduct Sales Review meetings.

Personal Development:

  • Engage in continuous learning and professional development activities.

Job Requirements:

Educational Background:

  • Degree in Business Administration, Actuarial Science, Marketing, or a related field.

Experience:

  • Minimum of 5 years of relevant working experience in marketing, preferably within the financial services or insurance industry.

  • Proven track record in achieving sales targets and driving productivity.

  • Fresh graduates are welcome to apply.

Language Skills:

  • Excellent command of English and Bahasa Malaysia, both written and oral.

Skills and Competencies:

  • Strong presentation and interpersonal skills, with the ability to build and maintain relationships with partner banks and internal teams.

  • Proficient in Microsoft Office applications (Word, Excel, PowerPoint).

  • Excellent analytical and problem-solving skills to monitor progress against targets and develop effective strategies.

  • Ability to conduct training and coaching sessions, with experience in mentoring sales staff.

  • Strong organizational skills to manage multiple responsibilities, including reporting, performance management, and servicing support.

Personal Attributes:

  • Self-motivated and results-oriented, with a proactive approach to achieving goals.

  • Strong leadership qualities, with the ability to inspire and motivate a team.

  • Adaptable and flexible, with the ability to thrive in a fast-paced environment.

#LI-DNI

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

Skills Required

  • Minimum of 5 years of relevant working experience in marketing, preferably within the financial services or insurance industry.
  • Proven track record in achieving sales targets and driving productivity.
  • Degree in Business Administration, Actuarial Science, Marketing, or a related field.
  • Excellent command of English and Bahasa Malaysia, both written and oral.
  • Strong presentation and interpersonal skills.
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The Company
HQ: Hong Kong
25,938 Employees
Year Founded: 1919

What We Do

AIA Group Limited is a multinational insurance and financial services corporation headquartered in Hong Kong, providing life insurance, savings, and health protection products across the Asia-Pacific region.

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