The posting
Job Vacancy: Financial Executive (Bancassurance)
Company: Confidential
Location: Various Bank Branches Nationwide, Malaysia
Various Bank Branches Nationwide, Malaysia
Working Days: 5 days/week (Occasional Saturday for roadshows)
Working Hours:
Monday – Friday: 8.45am – 5.45pm
Saturday: As per scheduled roadshows (if applicable)
Reporting To: Branch Manager / Regional Sales Manager
Job Responsibilities
- Sales & Product Promotion Promote insurance products to walk-in and existing bank customers Explain product features, benefits, and coverage clearly Identify cross-selling opportunities within the branch
- Financial Consultation Provide professional financial advisory services Recommend suitable needs-based insurance solutions Conduct basic financial needs analysis for customers
- Relationship Management Build and maintain strong customer relationships Follow up with prospects and existing policyholders Ensure high level of customer service and satisfaction
- Sales Target Achievement Achieve assigned individual sales targets Track and monitor personal performance metrics Participate in sales campaigns and branch activities
- Training & Development Attend coaching and product training sessions Participate in personal development programs Stay updated on new product launches and compliance requirements
Requirements
Minimum SPM with at least 5 passes; Diploma or Degree preferred
Minimum 3 years of sales experience (banking or insurance preferred)
Degree holder with more than 3 years relevant experience may qualify for senior position
Good communication and interpersonal skills
Strong sales-driven mindset and target-oriented
No bad debt or bankruptcy record
Willing to work at assigned bank branches nationwide
Salary & Benefits
Basic Salary: RM 2,600 -3200 , experience Financial executive can up to RM 5,000
Additional Incentives:
Monthly commissions & performance bonuses
Year-end bonus & tactical incentives
Incentive trips (Tier 1 & Tier 2)
Staff medical coverage
Staff housing & car loan with special interest rates
Statutory Benefits:
EPF, SOCSO, EIS



