Financial Advisory

4 weeks ago


Petaling Jaya, Malaysia Weltmark Advisory Full time

歡迎光臨,我們相信人壽保險具有改變力量,可以保障未來並保護親人。作為人壽保險專業人士,您在我們這裡的旅程不僅僅是一份職業,更是一個對馬來西亞各地的個人和家庭產生持久影響的機會。

職位描述

客戶諮詢:
與客戶進行全面諮詢,以了解他們的財務目標和保險需求。
提供人壽保險產品的專家建議,並指導客戶選擇合適的保險範圍。

銷售和業務發展:
透過網路、推薦和其他勘探活動產生潛在客戶。
透過有效的銷售技巧和建立關係來達到或超越銷售目標。

客戶服務:
確保準確、及時地記錄客戶互動和政策細節。
為保單持有人提供持續的客戶服務,包括解決查詢、處理保單變更以及在索賠過程中提供支援。
隨時了解產業趨勢、市場狀況和人壽保險產品的變化。

好處:

*財務支援計劃*
*EDP企業家發展計畫每月RM(2k-5k)*
- PruVenture 經理每月 RM(3k-10k) 並快速晉升為經理

6 年多重佣金和 3 年獎勵獎金高達 6 位數收入
晉升為單位經理和代理經理的品質領導者
表彰獎勵 NAAPN 和獎勵 首次海外之旅
代理和代理經理的退休酬金福利。
業務、收入和職位的遺產將繼續由家庭成員受益。
提供免費培訓計畫/成功環境/輔導/平台 馬來西亞28家分行


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