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Senior Officer, Bancassurance Specialist, Personal Financial Services
Job Responsibilities
• Provide accurate financial advisory services to existing bank customers through referrals frommortgage and corebanking channels
• Engage Existing Bank customers through active teleconsultation and referrals
• Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, businessprocesses and regulatory requirements
Job Requirements
• Fresh graduates who possess strong sales attributes are highly encouraged.
• Possess at least a Diploma from a recognized institution with minimum 1 year of insurance salesexperience.
• Possess the relevant accreditations (i.e. CMFAS Modules 5, 9, 9A and HI) preferred
• Results-oriented and driven
• Sales personnel with track records strongly preferred
• Competent in engaging existing customers on financial planning
Job Responsibilities
• Provide accurate financial advisory services to existing bank customers through referrals frommortgage and corebanking channels
• Engage Existing Bank customers through active teleconsultation and referrals
• Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, businessprocesses and regulatory requirements
Job Requirements
• Fresh graduates who possess strong sales attributes are highly encouraged.
• Possess at least a Diploma from a recognized institution with minimum 1 year of insurance salesexperience.
• Possess the relevant accreditations (i.e. CMFAS Modules 5, 9, 9A and HI) preferred
• Results-oriented and driven
• Sales personnel with track records strongly preferred
• Competent in engaging existing customers on financial planning