Life Insurance Advisor

REVE AGENCY SDN. BHD.; Kuala Lumpur; On-site; MYR 40,000 - 60,000; Full time

Job summary

A financial services company in Kuala Lumpur is seeking a Life Insurance Advisor to build strong client relationships and help implement financial plans. The ideal candidate will understand clients' financial needs and present suitable products. Knowledge in regulations and financial products is essential. This role emphasizes client retention, transaction facilitation, and sales record keeping. Join our team to contribute to the financial well-being of our clients.

Qualifications

• Ability to build strong client relationships.
• Understanding of clients' financial needs and status.
• Skill in presenting and selling financial products.

Responsibilities

• Build strong relationships to retain existing clients.
• Help clients implement their plans and carry out transactions.
• Maintain good recording of sales and after sales.

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 financial products and services.

提供和销售合适的金融产品和服务。

Find and approach prospective clients.

寻找并接近潜在客户。

Maintain updated knowledge of regulations, practices and financial products.

保持有关法规，实践和金融产品的最新知识。

Maintain good recording of sales, and after sales.

保持良好的销售记录和售后服务。

[Apply now at https://my.hiredly.com/jobs/jobs-malaysia-reve-agency-sdn-bhd-job-life-insurance-advisor] ]]>