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Financial Advisors needed Malaysia

  • Posted at : 2 months ago
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Responsibilities:

 


  • Attend meetings, seminars and programs to learn about
    new products and services, learn new skills, and receive technical
    assistance in developing new accounts.

  • Call on policyholders to deliver and explain policy, to
    analyze insurance program and suggest additions or changes, or to change
    beneficiaries.

  • Confer with clients to obtain and provide information
    when claims are made on a policy.

  • Develop marketing strategies to compete with other
    individuals or companies who sell insurance.

  • Explain necessary bookkeeping requirements for customer
    to implement and provide group insurance program.

  • Monitor insurance claims to ensure they are settled
    equitably for both the client and the insurer.

  • Perform administrative tasks, such as maintaining
    records and handling policy renewals.

  • Seek out new clients and develop clientele by
    networking to find new customers and generate lists of prospective
    clients.



Requirements:

 


  • Candidate must possess at least Primary/Secondary
    School/SPM/"O" Level, Diploma/Advanced/Higher/Graduate Diploma,
    Bachelor's Degree/Post Graduate Diploma/Professional Degree in any
    field.

  • Required language(s): Bahasa Malaysia, English,
    Tamil

  • Required Skill(s): Microsoft Office

  • Preferably Entry Level specialized in Sales - Financial
    Services (Insurance, Unit Trust, etc) or equivalent.