Job Responsibilities:
To promote various types of life-insurance products by Tokio Marine Life Insurance Malaysia Bhd under the exclusive Bancassurance Partnership between RHB Bank and Tokio Marine.
To professionally sell a wide range of banca products to existing and prospective customers.
To achieve sales/revenue targets assigned by the Bank and contribute towards the achievement of the overall branch targets.
To maintain regular contacts with customers to develop relationships for a higher share of customers' wallet.
Participate in branch/region/Bank sales activities and campaigns to achieve deliverables.
Prepare and pro-actively execute sales plans.
Key Responsibilities:
Promote, introduce, and market a range of Tokio Marine's life-insurance products to Bank's customers (including Whole Life Plan, Endowment Plan, Medical Plan, and Investment Linked Plan).
Perform needs-based selling by understanding customer's financial goals, protection needs, savings, education, medical, and retirement savings.
Brief and ensure customers understand the insurance plan features, charges, and prepare quotations and explanations of product disclosures.
Assist customers in handling premium payments, policy inquiries, policy servicing, and claims-related matters.
Prepare and pro-actively execute sales plans for prospective customers from Bank's leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention.
Plan and identify cross-selling/up-selling to increase customers' PHR and revenue.
Set appointments, sales visitations, prospecting, and engagement with customers.
Maintain regular contact with existing customers to foster closer relationships and for referrals.
Work closely with Branch Manager and Regional Sales Heads on sales activities, promotions, and campaigns.
Comply with CPD hours and ensure completion rate of CFF forms.
Adhere to the Bank's policies, procedures, and observe the sales code of ethics.
Application Questions:
How many years' experience do you have as a personal banker?
Do you have experience in a sales role?#J-18808-Ljbffr