Financial Manager

Petaling Jaya, Selangor - Damansara, Selangor, Malaysia

Job Description


Mohon

Kelayakan

  • Fresh graduates are welcome to this participate in the interview
  • Preferably candidates with sales and management or related field working experience
  • Must be able to converse and speak well in English, Bahasa Malaysia and Mandarin is an added advantages
  • Willing to learn and apply in a short span of time
  • People who are active, seekers, and adventurous have an advantage
  • Minimum qualification of SPM cert and above
  • Must be able to lead a team and willing to learn to be one
  • Must be able to travel/ own transport
Tanggungjawab

Agent Customer Service
  • Develop prospect from current commercial, referral leads, or sales or trade meetings.
  • Contact prospective customers to present information and explain available services.
  • Seek out new clients and develop clientele by networking to find new customers and generates lists of prospective client.
  • Ensure that policy requirements are fulfilled, including any necessary medical examinations and completion of appropriate forms.
  • Calculate premiums and establish payment method.- Perform administrative tasks, such as maintain records and handling policy renewals.
  • Attend meetings, seminars and programs to learns about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  • Providing wide range of financial product for the customers. (Life Insurance, Takaful, Unit Trust, Will& Trust and General Insurance). Customer Service Support
  • Underwriting issue, policy status related such as reinstatement, lapsation, cancellation, administration & back-end operation issues, policy contract distribution issues, agency contract issues such as application, termination, promotion, reinstatement, agency movement & commission related issues
Business Development & Marketing
  • Agency visitation on achievement of TPC/FYP in terms of sales
  • Monitor and track sales achievement by providing daily, weekly, & monthly sales update reports
  • Communicate with agency on latest company policies update
  • Manage agency sales activity & supporting agency in terms of sales
  • Plan & set monthly target to sales team based on the size of agency
  • Provide counselling & motivation to low performer
  • Coach & motivate the sales team to create high performance team
  • Monitoring Social Media Marketing and leads generation for the agency
Agency Management & Development
  • Conduct product related training to agency
  • Developing affective sales & product training
  • Review effectiveness of training programmes in terms of penetration, activity, productivity, etc.
  • Handle new product, campaign launching & conduct roadshow to branch & agency
  • Recruit new agents in different social media platform and channel. (Jobstreet, Facebook, Linkin, TheStar Newspaper, Jobseeker, Recruitment Agency, and ect)
Manfaat

There are 4 types of bonuses
  • Production Bonus - Paid twice in a year
  • Persistency Bonus - Paid twice in a year
  • Incentive Trip - Encashment paid once a year
  • Retirement Gratituos Bonus - Lump sum and yearly collection upon retirement
Manfaat tambahan
  • Annual Bonus
  • Performance Bonus
  • Training Provided
  • Company Trip
  • 5 Working Days
  • Flexible Working Hours
  • Annual Leave
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Job Detail

  • Job Id
    JD911072
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Petaling Jaya, Selangor - Damansara, Selangor, Malaysia
  • Education
    Not mentioned