Financial Services Consultant – CIMB Group Holdings Berhad

The Financial Services Consultant is responsible for promoting and professionally selling a wide range of Bancassurance life insurance products. This role involves providing expert financial advice to customers, ensuring their satisfaction and delivering excellent after-sales service.

In this role, you will engage with the Bank’s existing and potential customers to understand their financial needs and recommend suitable products. You will also plan and implement sales activities to achieve individual sales targets.

Key Responsibilities:

• Promote Bancassurance life insurance products to customers.
• Provide professional advice on financial products based on customer needs.
• Ensure customer satisfaction through excellent after-sales service.
• Plan and implement sales activities related to Bancassurance products.
• Achieve individual sales targets consistently.
• Interact with customers to build strong relationships.
• Participate in training sessions to enhance product knowledge and sales skills.