Bancassurance Advisor (Nationwide)

If you are looking to excel and make a difference, take a closer look at us…

The Bancassurance Advisor role will be responsible for providing financial advice to clients on retirement planning, investing in the future, saving for education, and life insurance protection. He/She will generate leads, meet with clients, complete a financial needs analysis, and present them with customized financial proposals. This role reports to the Head, Wealth Distribution.

Job Responsibilities:

• To work closely with the Area Managers and RMs to strategizing and identifying potential customers,

• Meeting/following up with clients,

• Offering specialized financial guidance and advice to RMs,

• Completing financial needs analysis,

• To follow-up with potential customers after appointment, closure and attending to customer’s request on the policy until it turn into production,

• To review client insurance policies to identify insurance gap,

• Assessing clients’ financial portfolios and risk appetite.

• To assist to organize Banca event/day on weekly basis.

Job Requirements:

• Malaysian citizen

• Minimum Diploma in Finance or another related field

• Certified CFP holders are an added advantage

• 6-8 years of relevant experience in a financial institution

• Strong verbal and written communication skills

• Keeps abreast with the latest products, trends and benefits

Realise your full potential at Hong Leong Bank by applying now.