FINANCIAL ADVISOR

JohorPart-TimeRM 2,001 - RM 3,000

Job Details

Job Description: • Develop marketing strategies and promote all types of financial plans 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

Company Details

  • Company Name: LIGHTHOUSE SOLUTIONS
  • Registration No.: KT0535269-P
  • Address: 10-16,AUSTIN 18, JALAN AUSTIN PERDANA 3, TAMAN MOUNT AUSTIN., Austin 18 Versatile Business Suites
  • Postcode: 81100, Johor Bahru
  • State: Johor
  • Tel: 0167943630
  • Fax:
  • Email: [email protected]
  • Web Site:
  • Contact Person: VIGNESEN RUBAN

Requirements

  • Position Level: Non Executive
  • Specialization: Consultant
  • Industry Type: Insurance
  • Vacancies: 5
  • Closing Date: 2023-01-31

How to apply

Email [email protected] directly or call 0167943630 to apply for this job. Announce to them where you saw this posting.

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