Roles & Responsibilities

• To Identify target markets and sales opportunities (Foreigners and expatriates residing locally)
• Develop relationships with targeted market segments (Foreigners and expatriates residing locally)
• Build and maintain targeted client bases, keeping current client plans up-to-date and acquiring new clients on an ongoing basis
• Maintain relationship with clients and prospective clients by contacting/meeting with them periodically
• Explaining/Giving advice to clients and prospective clients the types of services / investment products and the responsibilities to be taken by the Financial Services Consultant.
• Interview clients to determine their current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan
• Research and investigate available insurance/investment products to determine whether they fit into financial plans of clients
• Recommend financial planning strategies to clients to achieve their financial goals and objectives
• Implement financial planning recommendations to clients or prospective clients
• Arranging contracts of insurance for clients with the company
• Collecting initial premium from clients for the company
• Maintain persistency of sales in in-force policies

Requirements

• Diploma/ Degree holder in any discipline
• Prior working experience
• Excellent interpersonal skills and leadership potential

• M5/M9,M9A,HI are advantage