Financial Consultant

Sungai Petani, Malaysia

Job Description

- Qualify for monthly bonus with minimum production of RM 1200 per month. - Has to be active every month with minimum production to enjoy additional 20 % commissions.
Provides service to clients\xe2\x80\x99 changing insurance needs by selling life, health, and disability insurance. Establishes productive working relationships with clients. Develops base for long-term sources of clients. Compiles lists of prospects. Determines clients\xe2\x80\x99 particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments. Ascertains clients\xe2\x80\x99 long-term goals. Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation. Communicates with adjusters. Obtains underwriting approval by completing the application for coverage. Completes coverage by delivering policy, planning future follow-up visits, and evaluations of needs. Provides continuing service by providing direct deposit forms, processing changes in beneficiary, and analyzing policy loan applications. Provides death benefits by delivering policy proceeds and reassessing client needs. Updates job knowledge by participating in educational opportunities, maintaining personal networks, and participating in professional organizations. Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments.
SPM / O Level / SKM Level 1 / SKM Level 2 / SKM Level 3 or Equivalent

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Job Detail

  • Job Id
    JD955413
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Sungai Petani, Malaysia
  • Education
    Not mentioned