Insurance Specialist

  • Competitive
  • Kuala Lumpur, Federal Territory, Malaysia
  • CDI, Plein-temps
  • OCBC Bank (Malaysia) Berhad
  • 20 sept. 17

Insurance Specialist

  • To provide advisory services on Premier Legacy and other suitable Premier Bancassurance products
  • Primary responsibility includes meeting with clients to review their financial needs and work closely with Relationship Managers to deliver a comprehensive suite of insurance solutions to address customer's retirement planning, savings and financial protection

  • Key responsibilities will include
    • Perform joint appointments with Relationship Managers with the goal of building stronger consulting capabilities of sales people
    • Constant engagement with sales channels to develop their consulting capabilities specifically in recommending solutions to affluent retail segment
    • Active involvement alongside sales channels in client 'prospecting', relationship building and new business pitches
    • Work with product teams and sales channels to ensure proper follow through of product developments, client portfolio actions and other business development opportunities
    • Represent the business and speak at appropriate client forums
*LI-LCH

Qualifications
  • Have at least 3 years experience in a front-line capacity with bancassurance products
  • First class interpersonal and communication skills demonstrated in the ability to consult and influence successfully.
  • Leadership qualities demonstrated both in terms of a role model and in creative thinking.
  • Flexible, pro-active and innovative approach to customer solutions
  • A team player with a motivational, hands-on approach.
  • Flexibility to travel to different branches
  • Candidate should evidence strong ability to articulate solutions and develop them into tangible benefits to clients, coach and develop talents, cope with ambiguities.