Financial Services Consultant – CIMB Group Holdings Berhad
Role Summary
The Financial Services Consultant role involves promoting and selling Bancassurance products while providing tailored financial advice to customers. The consultant is responsible for ensuring customer satisfaction and achieving sales targets through effective planning and implementation of sales activities.
Job Description
To promote and professionally sell a wide range of Bancassurance life insurance products to the Bank’s existing and potential customers. Provide professional advice on appropriate financial products based on customer needs, ensuring customer satisfaction and excellent after-sales service. Plan and implement sales activities related to Bancassurance products while achieving individual sales targets.
Job Requirements
Candidate must possess a minimum qualification of SPM with 5 passes inclusive of Bahasa Malaysia/Diploma/Degree Holder in Marketing/Business Study or its equivalent.
Minimum 1 year of working experience in the branch environment.
Result oriented, passionate with marketing and willing to adopt to new things.
Ability to work independently with minimum supervision.
Ability to deliver high quality customer service to external and internal customers.
Possess good interpersonal skills and able to actively interact with all levels of customers.
Candidate with full insurance licenses (PCE / CEILI / TBE) will have added advantage.
Fresh graduates in any discipline are strongly encouraged to apply as intensive training will be provided.
Quick Info
Company
CIMB Group Holdings Berhad
Location
Selangor
Salary
Undisclosed
Skills Required
5 skills
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Required Skills
Bancassurance
Customer Service
Sales
Interpersonal Skills
Marketing
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