Personal Financial Consultant

This job is available on Flexible Hour



CompanyAIA Public Takaful Bhd – Sinergi Dinamik Associate
Job StateSelangor
Working LocationNo Specific Location
Job FunctionSales - Financial Service - Insurance / Unit Trust / etc
Job IndustryInsurance
This company is willing to hire

Job Description

• Develop marketing strategies and promote all types of new insurance/takaful contract or suggest addition/charges to existing ones.
• Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria.
• Breed productive clients from various sources by networking, cold calling, using referral.
• Work with clients to deliver risk management strategies that fit their profiles.
• Monitor insurance claims to ensure mutual satisfaction.
• Source, recruit & develop your own sales team members (for promotion to Assistant Unit Manager – Unit Manager – District Manager)
• Constantly update job knowledge and lean about new products and service.
• Fulfill all policy requirements.
• Malaysian only.
• Diploma and above
• Required languages: Bahasa Malaysia and English.
• At least 2-3 years of working experience in the related field is required for this position.
• Experience in banking, insurance, unit trust and sales be an added advantage.
• Ex-banker or other insurance agents are encouraged to apply.
• Required skill (s): Finance, Financial planning, marketing, sales, sales management, communication skill, customer service, customer relationship management (CRM), personal service, promotion, consultation skill.
• Must possess own transport.
• Full time only.
• Monthly allowances RM 3000-RM 9000.
• Commission & company incentives.
• Complete with training and guidance are provided.
• Quarterly bonus & Quarterly contest.
• Financial & time freedom (Flexible working hour)
• Stand a chance to travel to overseas.

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Job State
Job Function
Job Industry
This company is willing to hire