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Senior Officer, Bancassurance Specialist, Personal Financial Services

$ 3,500 - $ 7,000 / month

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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