Premier Insurance Advisor

Posted 4 Days Ago
Be an Early Applicant
Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, MYS
In-Office
Senior level
Fintech • Financial Services
The Role
Lead and grow bancassurance sales within premier banking by increasing participation, average case size, AFYP and banca penetration. Coach and train RMs/PRDs, run joint sales, client events and profiling, maintain persistency, guide regional sales heads, and champion banca initiatives and campaigns.
Summary Generated by Built In
  • Increasing Participation Rate of RM channel
  • Increasing Average Case Size to match industry best practices
  • Increase Banca Penetration of Premier Banking Segment to achieve desirable growth
  • Drive Banca sales productivity and Participation Rate of respective region/ centers using joint sales, coaching, customer profiling, organizing client events and training sessions
  • To be the regional Banca champion for Banca sales initiatives and campaigns
  • Manage and maintain Banca persistency above the threshold
  • Drive AFYP sales of respective region/ centers using joint sales, coaching, customer profiling, organizing client events and training sessions
  • To lead and champion Banca initiatives and Banca campaigns
  • To guide Regional Sales Heads and Centre Managers in planning goal settings as well as sales activities and events.
  • Train and manage RMs and PRDs to ensure Persistency of business are above the threshold
  • Clear understanding of all Bancassurance products as well as industry products
  • Ability to coach RMs and PRDs pertaining features, benefits and address concerns in regards to bancassurance products
  • Willing and able to take on additional tasks and/or projects when assigned.

JOB REQUIREMENTS:

  • Diploma/ Degree holder with Min 5 years in Bancassurance experience in Banking or Insurance company; or
  • Min 3 years in sales experience in Premier Banking or Mass segment from Banking Industry;
  • Possess good spoken English and Bahasa Malaysia, ability to converse in Mandarin will be an advantage;
  • Customer-oriented and has good customer service skills.

Skills Required

  • Diploma or Degree holder
  • Minimum 5 years bancassurance experience in banking or insurance OR minimum 3 years sales experience in Premier or Mass banking segment
  • Good spoken English and Bahasa Malaysia
  • Ability to converse in Mandarin
  • Customer-oriented with strong customer service skills
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The Company
HQ: Kuala Lumpur
14,000 Employees
Year Founded: 1997

What We Do

We are a multinational regional financial services provider that is committed to deliver complete solutions to our clients through differentiated segment offerings and an ecosystem that supports simple, fast and seamless customer experience, underpinned by cohesive and inspired workforce and relationship built with stakeholders Headquartered and listed in Malaysia, RHB Banking Group is the longest established local bank, formed though the mergers of several banks, the oldest of which was founded in 1913. RHB Banking Group and its subsidiaries provide a full range of services ranging from retail banking, business banking, corporate and investment banking, Islamic banking, transaction banking to treasury, insurance, asset management, private equity and stockbroking services. TOGETHER WE PROGRESS Our strong heritage is the foundation of our commitment to continue serving the community. For over a 100 years, we have been helping people and businesses grow and succeed, and will continue to do so. Our experience gives us an in-depth understanding of the needs of our customers and partners, inspiring us to constantly innovate and improve to serve them better. With their unending support, we have established ourselves with a strong footprint throughout Malaysia and we are now present in 9 other countries across the ASEAN region. We hope our legacy and pursuit for excellence continues as we tirelessly cultivate and nurture the next generation through our actions and words, preparing a brighter future ahead. We thank those who believe in us and welcome everyone to join us on our exciting journey of progress. The time has come for us to move forward in unison, to realise our greater potential together. Our new brand promise "Together We Progress” honours our past, celebrates the present and welcomes the future. We invite you to join us as we work towards a better and brighter future for all.

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