Client-Focused Insurance & Financial Planning Advisor

REVE AGENCY SDN. BHD.

Kuala Lumpur

On-site

MYR 45,000 - 89,000

Full time

14 days+
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Job description

  • Build strong relationships to retain existing clients.
  • 与现有客户建立良好关系。
  • Build client based and networking through multi channel_
  • 通过多渠道建立客户端
  • Help clients implement their plans and carry out transactions.
  • 帮助客户实施他们的计划并进行交易。
  • Understand clients' current financial status and future financial needs.
  • 了解客户当前的财务状况和未来的财务需求。
  • Develop sound plans and budgets for clients.
  • 为客户制定合理的计划和预算。
  • Continuous update on clients' changing needs.
  • 不断更新客户不断变化的需求。
  • Present and sell suitable...
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