Financial Executive

About the role

We are looking for a driven and customer-focused Financial Executive (Bancassurance) to support the growth of bancassurance business through our extensive banking branch network. The role focuses on acquiring new customers, developing relationships, promoting insurance solutions, and providing continuous policy servicing.

Key responsibilities

• Drive the sales and marketing of Bancassurance products through the bank's extensive branch network.
• Identify and convert potential prospects into new customers through effective sales strategies, referrals, and business development activities.
• Build strong relationships with bank customers and provide suitable insurance solutions based on their financial needs.
• Conduct cross-selling and upselling of relevant insurance products to existing and prospective customers.
• Participate in sales campaigns, branch activities, and marketing events to generate new business opportunities.
• Provide professional after-sales service, including policy servicing, premium payments, plan changes, policy top-ups, trustee appointments, and other customer requests.
• Maintain strong relationships with customers to encourage customer retention, referrals, and long-term business growth.

Requirements

• Open to high-potential fresh graduates and junior entry talents.
• University degree is valued, OR SPM holders with a minimum of 5 passes.
• Strong willingness to learn and develop professionally.