Job Openings Financial Executive

About the job Financial Executive

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

  1. 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

  2. Financial Consultation
    Provide professional financial advisory services
    Recommend suitable needs-based insurance solutions
    Conduct basic financial needs analysis for customers

  3. Relationship Management
    Build and maintain strong customer relationships
    Follow up with prospects and existing policyholders
    Ensure high level of customer service and satisfaction

  4. Sales Target Achievement
    Achieve assigned individual sales targets
    Track and monitor personal performance metrics
    Participate in sales campaigns and branch activities

  5. 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 – RM 10,000

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

If you are interested in applying, please send your resume to WhatsApp


Jia Xun – 011-5527 7301
kosong satu satu, lima lima dua tujuh tujuh tiga kosong satu


0104411525 (Vernice) kosong satu kosong, empat empat satu satu, lima dua lima