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Bancassurance Advisor (Nationwide)
Hong Leong Bank Berhad
π
, sarawak, malaysia, Malaysia
Location
, sarawak, malaysia
Posted
June 24, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
If you are looking to excel and make a difference, take a closer look at usβ¦
The Bancassurance Advisor role will be responsible for providing financial advice to clients on retirement planning, investing in the future, saving for education, and life insurance protection. He/She will generate leads, meet with clients, complete a financial needs analysis, and present them with customized financial proposals. This role reports to the Head, Wealth Distribution.
Job Responsibilities
- Work closely with the Area Managers and RMs to strategize and identify potential customers.
- Meet and follow up with clients.
- Offer specialized financial guidance and advice to RMs.
- Complete financial needs analysis.
- Follow up with potential customers after appointments, closure and attend to customer requests on the policy until it turns into production.
- Review client insurance policies to identify insurance gaps.