Insurance Advisor, PKP

Etiqa Insurance and Takaful · , penang, malaysia, penang, Malaysia

Location
, penang, malaysia
Job Type
Full-time
Posted
July 12, 2026

Job 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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