Do financial health review with customers.
Assist customers on financial needs and doing analysis.
Provide the best financial solution based on their needs.
Attend agency meeting and training
Age 25 to 35 years old
Degree holder in any field
Have own transport
Meet people, Drink coffee, Do presentation, Make money.
Meeting client needs and supporting dreams.
Why be a BOSS? Control your life and create your own future. Everyone want to be a Business Owner Self Starter, or BOSS for short. With Prudential, your journey to financial and ...
Analysis client financial status and helping client for the Takaful protection planning
Refer the client to others financial product such as credit card, loan and investment plan.
Prepare the quotation for the client for Takaful Plan
Review client current Takaful Plan and advice for any ...
Call potential clients to expand their customer base
Explain the features of various policies
Analyze clients’ current insurance policies and suggest additions or changes
Customize insurance programs to suit individual clients
Handle policy renewals
Maintain electronic and paper ...
Provide reporting document to management (Sales report and Marketing report) -Understand customer's needs and requirements, submit quotation/ proposal.
To monitor and maintain regular records of all office administrative operation report
To manage administrative functions such as participant ...
To market Takaful products
To understand customer needs and to provide solution for their financial planning
To provide before and after sales services to customers
To build a team of professional Takaful Advisor
Welling to learn
Qualification Diploma or degree, ...
Communicate with existing clients for repeat business and referrals
Prospect and sell products to customers via Benefit
Liaise with customers on pre and post sales
Engage and interact with customer face to face
Focus on customer-relationship
Assist customer in choosing financial plan