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30 Oct 2018

Full-Time Public Bank Financial Consultant

KellyOCG – Posted by Azfar Hisyam Anywhere

Job Description

Position Title : Financial Consultant
New/Replacement : New
Location : Varies depending on branches
Reports To : Sales Manager
Works Closely With : Assistant Sales Manager
Business Unit : Bancassurance Unit

Primary Responsibilities & Key Performance Indicators

Specific Duties

• Building relationship & network with bank’s stakeholders from various background

• Responsible for consulting stakeholders for Bancassurance products at bank branches

• Engage in sales and marketing event at the bank to draw in stakeholders

• Provide follow up on the policy servicing services to customer, i.e: payment mode, change in plans, trustee appointment, top-ups

• Studying the specifics of Bancassurance products to understand the function and requirement for stakeholders

• Providing professional financial advisory services, guiding stakeholders based on their requirement

• Negotiating with stakeholders according to their requirements for contracts


Minimum Experience:
• Diploma/Degree in any field – 1 year working experience in related field

• SPM Holders with 5 passes and have a few years of working related experience with sales or marketing.

• Open for fresh Graduates

Professional Requirements:

• Good communication and interpersonal skills
• Bold and Confident to approach people
• Good communication in Mandarin and English
• Enjoy meeting new people from various background and does not hesitate to communicate with them
• In-depth knowledge about Bancassurance and people skills

Selection Criteria


• Readiness to terminate licenses with any Insurance Companies or Agencies / Public Mutual / directorship from own business.
• Does not have any immediate family members i.e parents / spouse / sibling who are full time Insurance Agent / Public Mutual Agent for 1 year or more
• Does not have any relatives working as full time Insurance Agent / Public Mutual Agent / Agency Manager in the same vicinity
• Must not be less than 21 years old

– 2800-3200 MYR (Basic salary)
– Performance allowance
– Public Bank monthly comission
– 2 times bonus annually

How to Apply

Send your CV at : azfar.hisyam@kellyOCG.comfor further details/enquiries : +603 22769641 / +6012 231 3446 (Azfar)

Job Categories: Sales Executive. Job Types: Full-Time. Salaries: Less than 20,000.

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