Job Description

 📍 CUN Jalan Ampang | Kota Damansara | CUN Shah Alam | Bukit Indah | Indahpura

🚀 Build Your Career in Bancassurance

We are seeking a driven and client-focused Bancassurance Specialist to support customers in achieving their financial protection and long-term financial goals.

In this role, you will work closely with bank customers to understand their needs and provide tailored advisory, while building strong and lasting relationships.

🎯 Key Responsibilities

• Conduct comprehensive financial needs analysis to understand customers’ protection and financial objectives 
• Provide professional advisory and recommend suitable insurance and protection solutions aligned with clients’ goals 
• Build, manage, and grow a portfolio of bank customers through consistent relationship management 
• Proactively engage and acquire clients through multiple channels including branch interactions, referrals, and events 
• Maintain long-term client relationships through regular follow-ups and personalised service 
• Identify opportunities to expand client portfolio while ensuring a consultative and ethical approach 
• Consistently achieve individual sales targets and KPIs through effective pipeline management 
• Ensure all activities comply with internal policies and regulatory requirements 
• Deliver high standards of customer experience throughout the entire engagement journey 

💰 Salary & Benefits

• Basic salary: RM5,000 – RM7,000 (based on experience & qualifications) 
• Attractive commission and performance incentives (RM2,000++ or higher) 
• Comprehensive medical and insurance coverage 
• Structured training and onboarding program 
• Clear career progression within the banking and financial services industry

Job Requirements

 ✅ Requirements

• Minimum Diploma / Bachelor’s Degree in any discipline 
• At least 2 years of sales experience within the banking or financial services industry 
• Candidates with bancassurance or insurance sales experience will have an added advantage 
• Strong communication and relationship-building skills 
• Results-driven with the ability to perform in a target-oriented environment 
• Good time management and ability to manage multiple client relationships 
• Willing to travel within Klang Valley for client engagement and branch activities 

⭐ Added Advantage

Candidates with the following certifications will have an added advantage:

• PCE (Part A & B) 
• PCIL 
• CEILI 
• TBE 

Skills