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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial services sales, relationship management, and customer engagement, utilizing AI tools like ChatGPT for task simplification. Strong interpersonal and communication skills are essential for building relationships and achieving sales targets.
Highest-signal resume keywords
Bancassurance ExperienceFinancial Services SalesRelationship ManagementPCIL CertificationAI Tools Familiarity
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ExperienceCustomer EngagementPipeline DevelopmentTarget AchievementWealth Advisory
Soft Skills
Interpersonal SkillsSelf-MotivatedDisciplinedResults-OrientedCommunication Skills
Tools & Technologies
Digital Sales ToolsAI ToolsChatGPT
Certifications & Qualifications
PCIL Certification
Industry Keywords
BancassurancePersonal BankingFinancial ServicesWealth AdvisoryRelationship Management
About the role
Key responsibilities & impact- Develop a customer pipeline through company-provided warm leads, self-prospecting and referrals
- Engage customers and work towards clear sales and quality targets
- Participate in structured onboarding, coaching and professional development
- Use digital sales tools and AI tools such as ChatGPT to simplify tasks
- Progress through a structured incubation programme of up to 24 months
- Transition into Allianz’s tied agency career pathway, subject to programme terms and conditions
- Work under a third-party employment provider with assignment to Allianz Life Malaysia and appointment as its agent
- Travel and work flexible hours when required to meet customer needs
Requirements
What you’ll need- Approximately 2–5 years of experience in bancassurance, personal banking, financial services sales, wealth advisory or relationship management
- Minimum 1–3 years sales experience preferred
- Fresh graduates with strong interpersonal skills are encouraged to apply
- Diploma or Degree qualification
- Strong relationship-building, communication and interpersonal skills
- Self-motivated, disciplined, and results-oriented
- Familiar with the use of AI tools such as ChatGPT for tasks simplification
- Valid driving licence
- Own transportation
- Willing to travel
- Able to work flexible hours when required to meet customer needs
- Must have a PCIL certification
Benefits
Comp & perks- Quarterly and year end performance bonus of up to 11 months
- EPF
- SOCSO
- Annual leave
- Medical coverage
- Company-provided warm leads
- Structured onboarding
- Coaching
- Digital tools and ongoing support
- Structured incubation programme of up to 24 months
- Planned transition into Allianz’s tied agency career pathway, subject to fulfilling Hatch Programme’s terms and conditions
