Financial Advisor
Kota Kinabalu, Malaysia
Job Description
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1. Memberi nasihat yang wajar kepada pelanggan berkaitan perancangan kewangan secara menyeluruh dan mencadangkan plan yang sesuai dengan keperluan dan kemampuan pelanggan. 2. Memastikan polisi pelanggan anda berbayar untuk mengelakkan polisi mereka \xe2\x80\x98lapse\xe2\x80\x99 dan perlindungan dihentikan. Anda akan mendapat report setiap bulan dan anda boleh memantau produksi anda melalui portal syarikat anda. 3. Mengisi borang carian fakta pelanggan dengan tepat juga mengikut kerelaan pelanggan untuk mendedahkan maklumat mereka. 4. Membuat analisa keperluan sebenar terhadap nilai perlindungan yang diperlukan pelanggan. 5. Mencadangkan plan yang sesuai berdasarkan keperluan pelanggan anda dan memahamkan kepada mereka kenapa polisi yang anda cadang tersebut lebih bermanfaat kepada mereka waktu ini.
Our Vision Is to be Dynamic, Growing, Harmonies and Profitable Agency with High Number of Professional to serve our policy holder and the public as a whole. Our Mission To Recruit and Select the Right People and Provide High Quality Training, Supervision so that they Can Succeed at the Shortest Time possible.
SPM / O Level / SKM Level 1 / SKM Level 2 / SKM Level 3 or Equivalent
Our Vision Is to be Dynamic, Growing, Harmonies and Profitable Agency with High Number of Professional to serve our policy holder and the public as a whole. Our Mission To Recruit and Select the Right People and Provide High Quality Training, Supervision so that they Can Succeed at the Shortest Time possible.
SPM / O Level / SKM Level 1 / SKM Level 2 / SKM Level 3 or Equivalent
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Job Detail
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Job IdJD924343
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationKota Kinabalu, Malaysia
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EducationNot mentioned