Connecting...

Sales Operation Associate (Financial Services)

役職名: Sales Operation Associate (Financial Services)
勤務地: Kuala Lumpur
職種: 銀行/金融
給与: MYR 54,000 - 60,000 (Annual)
求人番号: PR/159261
求人情報掲載日: 2025/07/01 09:26
勤務形態: オフィス勤務

JOB RESPONSIBILTIIES:

  • Provide comprehensive sales support to the New Business team and Consultants.
  • Coordinate medical appointments, prepare necessary documentation, and accurately transfer client information into required formats.
  • Assist in organizing meetings and medical arrangements, and support both new and ongoing insurance applications, including policy issuance and delivery.
  • Ensure adherence to the sales operations process by maintaining accurate pipeline updates and logging all relevant activities, including sales meetings, in the system.
  • Verify that all client documentation is complete, compliant with internal standards, and meets insurance company requirements for due diligence.
  • Manage assigned cases through to completion, including timely follow-ups and negotiations with insurers and underwriters.
  • Collaborate effectively with internal and external stakeholders to ensure smooth workflow and client satisfaction.
  • Perform any additional tasks as assigned by the line manager.

 

JOB REQUIREMENTS:

  • Degree holder in any discipline 

  • Good people / relationship skill 

  • Ability to multi-task and work under extreme deadlines 

  • Good functional and technical knowledge and skills to do the job at a high level of accomplishment 

  • Able to build appropriate rapport & use diplomacy and tact 

  • Highly organized and proactive in following up cases and also daily work Effectively cope with changes 

  • Min 1-2 years of administration, customer service or relationship management experience preferably in insurance or banking industry 

  • Proficiency in English and Mandarin, Cantonese will be added advantage 

 

#LI-JACMY

#StateKL