Vacancy Description
- To represent Etiqa and drive Bancassurance business for Affluent & High Networth segments through Relationship Manager and Insurance Advisor collaboration
- Conduct joint sales appointment with Maybank sales people and make appropriate wealth management recommendations through insurance that meet customers’ needs at different life stages
- To provide an end to end support from pre-sales homework to joint sales appointments. Pre-sales homework includes customer profiling and targeting the right customers in order to provide total wealth solutions from wealth creation to wealth distribution.
- In addition to sales activities, Insurance Advisor is tasked to provide technical support to Maybank sales people in the areas of medical underwriting & financial underwriting. Product knowledge training and on the job sales training through joint sales appointment.
- Joint sales appointment with the insurance and sales experience, Insurance Advisor to co...
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