Location
bayan lepas, penang, Malaysia
Posted
June 26, 2026
Job Description
Insurance Product Expert
We are currently seeking an ambitious individual to join in the role of Insurance Product Expert.
Principal Responsibilities
- Meeting of KPIs : Meet sales target for Bancassurance in Premier and Premier Elite customer segments; Drive productivity, participation, revenue, and sales quality.
- Sales Activities & Management : Support Relationship Managers and Branch Leaders to improve customer satisfaction; Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile; Identify opportunities for coaching through joint appointments, keeping Relationship Managers updated on new products, market trends, and technical knowledge; Plan and organise customer events at the branch or regional level, serve as speaker during events to represent the bank and ...