FINANCIAL ADVISOR

Last Updated on 28 Jan '23
Expiring on 17 Feb '23

FROM RM 3000/ month

• Develop marketing strategies and promote all types of financial plan or suggest additions/changes to existing ones
• Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
• Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
• Work with clients to deliver risk management strategies that fit their risk profiles
• Report the progress of monthly/quarterly initiatives to agency manager
• Maintain bookkeeping systems, database and records
• Monitor insurance claims to ensure mutual satisfaction
• Achieve customer acquisition and revenue growth objectives
• Constantly update job knowledge and learn about new products and services
• Fulfill all policy requirements

Benefits
- Flexible working hours
- Commission given if fulfill quota
- Gym Membership
- Job Training provided
- Company incentives overseas trip
- Ipad given

Additional Details

Location: Johor Bahru, Johor
Job Type: Part Time, Full Time
Timing / Shifts: 5 Day Week

About the Employer

LIGHTHOUSE SOLUTIONS
KT0535269-P

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FINANCIAL ADVISOR

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