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Sales and Marketing Professional

2 months ago

Ipoh, Perak, Malaysia YEG Advisory Full time
About the Role

We are seeking a highly motivated and passionate individual to join our team as a Sales and Marketing Executive at YEG Advisory. As a key member of our team, you will be responsible for developing and maintaining strong relationships with clients, understanding their financial goals, needs, and risk tolerance.

Key Responsibilities
  1. Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial goals, needs, and risk tolerance.
  2. Financial Advice: Provide personalized financial advice according to clients' needs.
  3. Industry Knowledge: Attend weekly meetings, seminars, and programs to stay informed about new products and services.
  4. Policy Administration: Calculate premiums and establish payment methods that suit clients' needs.
  5. Progress Reporting: Report the progress of initiatives to stakeholders and clients.
  6. Record Keeping: Maintain accurate bookkeeping systems, databases, and records for all client interactions and policies.
  7. Claims Management: Monitor claims, ensuring they are processed in a timely and accurate manner.
  8. Client Support: Assist clients in settling claims, acting as a liaison between the client and the insurance company.
  9. Policy Implementation: Ensure all paperwork is filled out and filed to put insurance policies in place.
  10. Client Onboarding: Help clients properly complete applications and ensure that all policy requirements are fulfilled.
  11. Customer Satisfaction: Meet and exceed customer expectations to ensure satisfaction.
Requirements
  1. Education: Minimum Diploma in any field.
  2. Experience: Fresh Graduates are encouraged to join us.
  3. Language Skills: Able to communicate in Malay & English (Mandarin proficiency would be an added advantage).
  4. Teamwork: Able to work in a team, willing to learn & an outgoing person.
  5. Transportation: Required to have own transportation & driving license.
  6. Experience: No working experience required.
Benefits
  1. Salary: Salary can be in the range of RM2,000 - RM4,000 (For fresh graduates or applicants with less than 2 years working experience).
  2. Incentives: Incentive given for good performance.
  3. Commissions and Bonus: Commissions & Bonus.
  4. Flexible Working Hours: Flexible Working Hours.
  5. Training: Full Training will be provided for free.