Provides advisory services to clients (providing financial solutions)
Approach potential clients to promote and provide financial solutions.
Working closely with Affinity Group.
To monitor on underwriting and claims processes.
Education: Min ...
Develop base for long-term sources of clients by using referrals, face-to-face approach, call canvassing and we welcome more ideas from you.
Determine clients' needs and financial situations by schedulling fact-finding appointments, determining the extent of present coverage and ...
Help customers with their needs
Explaining policy/procedures to customers
You’ll be assessed to see which one would suited you more. We will contact you through this job portal’s chat. So be sure to check the chat.
Muslim (must wear hijab ...
To promote and sell Bancasurance product
To generate own leads from walk-in customers, bank events, and personal contacts
To identify new sales strategies and approaches to achieve sales target
Actively participate in the bank’s sales and promotion activities
To deliver best sales practice ...
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 ...
Calling potential clients to expand their customer base
Explain various financial product and help clients choose plans that suit them
Interview prospective clients to get data about their financial resources
Analyze clients current financial planning and suggest changes
To handle all ...
The candidates has to carry out the advisory deligently and responsibility base on the customer need and want
Undergoing the in house training is the must and improvement
Long term service mindset preferably
Must be possess at least 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